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Your clients rely on you for expert advice and guidance. To stay ahead in today's ever-changing landscape, it is crucial to have a deep understanding of superannuation and its implications for retirement planning.
In this Superannuation webinar, senior members of our national specialist self-managed superannuation team, run through the most recent superannuation announcements and share strategies to assist you in servicing your clients to organise, protect and grow their superannuation, and associated estate planning considerations.
*Members of professional associations can claim attendance at this webinar for CPD/CPE purposes, if you are satisfied in your professional judgment that it meets your CPD/CPE requirements as set out in your professional association’s regulations.
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For over 17 years Simon has worked within the private business tax & advisory team of Grant Thornton as an SMSF specialist advising business and private clients. Simon advises clients on issues that range from establishing and administering SMSFs, dealing with complex compliance issues, and assisting clients with strategies to build their wealth in the superannuation environment. Simon’s dual qualifications as a Chartered Accountant and Financial Adviser (Superannuation) enable him to provide his clients with a truly integrated and coordinated accounting, tax and advisory service.
Michael has over 25 years’ experience as a trusted advisor to privately owned businesses and high net worth individuals. Throughout his years in the profession, he has worked with a broad range of clients with various structures. He provides the full suite of compliance services to clients as well as providing support in relation to commercial transactions and business issues including taxation planning and structuring, setting up new businesses, management accounting and finance applications, and succession planning.
Stephen specialises in self-managed superannuation funds (SMSFs) with over 15 years of experience, focusing on guiding clients through retirement planning and SMSF strategy. He excels in establishing SMSFs, advising on investment structures, and ensuring compliance with retirement goals, emphasising his deep understanding of client needs and actionable advice.
