Learn alternative strategies to build wealth from our panel of experts

If you’re looking for a deeper understanding of tax-efficient alternatives and structuring, asset protection or estate planning strategies available in the post-July 2017 environment, you can’t afford to miss this exclusive panel discussion.

We’ve gathered a group of leading tax and financial planning professionals to share their thoughts, which will be moderated by our General Manager of Investment Bonds, Neil Rogan. Below are our expert panel with a brief biography on each.

Tony Jacob – Chairman, FSA Tax Committee

With 42 years’ experience as a specialist tax consultant in financial services – including 35 as Chair of the Friendly Society Tax Committee – you’d be hard pressed to find someone more knowledgeable about investment bonds and their tax implications. Tony will talk to the history of taxation and investment bonds, and where they fit in the current tax environment.

  Rob Warnock – Principal, BOS Lawyers

With more than 30 years’ experience as a tax lawyer, Rob has provided advice to accountants, advisers, clients and government, including extensive representation on ATO and treasury committees and the Victorian State Council of The Tax Institute. He will discuss tax strategies, and the challenges and opportunities of traditional tax planning post recent super reforms.

  Neil Stafford – Head of Complex Strategy, Shartru Wealth; Principal, Stafford Strategic

Former partner at Blaze Acumen, Neil is a well-respected strategic and technical practitioner. He has constructed complex strategies for high net worth clients, and is well placed to discuss innovative solutions for people capped out of super.

  Moderator: Neil Rogan – General Manager, Centuria Investment Bonds

Neil has more than 20 years’ experience in financial services, including senior product and marketing roles at AMP and his current role as General Manager of Centuria’s Investment Bond division. He has also served as a NSW Council member of the Australian Marketing Institute, and chaired a number of Financial Services Council (FSC) sub-committees.

Register for Lunch & Learn alternative strategies to building wealth - 25th August 2017 at 12.30pm

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