What actions need to be taken pre and post 1 July?

Join me for a live digital session on how you can refocus your investment approach with your clients in light of the changes. Tweet your questions at me @NeilRogan1, or shoot them through live and I’ll answer them during the session. To start with, I’ll be covering:

  • What are the most important super changes?
  • Which clients are most likely to be affected?
  • What are your tax-effective options outside of super?
  • How do investment bonds compare to other strategies like gearing and trusts?
  • Who is an investment bond most suited to and in what circumstances could it be an effective strategy?
  • How have Australians used investment bonds effectively?

Date: Wednesday 7th June, 12pm

RSVP by Monday 5th June 2017

If you’re unable to attend this time, register anyway and we’ll send you the recording.

Register now to secure your place

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