Benchmarking and Estate Planning Seminars

Benchmarking is a critical part of managing an investment portfolio and neglecting to do so can be destructive to your wealth.

Benchmarking is about ensuring the risks you are taking are being properly rewarded.

Benchmarking Seminar
The Boardroom
Level 3 379 Collins Street
Melbourne
Tuesday 23rd October 2007
12:30pm - 1:30pm OR  5:30pm - 6:30pm
Register online now

Estate planning has become a focus issue under the new superannuation laws. Superannuation death benefits paid to non-dependents, including adult children, may now be taxed at 15% unless you put in place a suitable strategy to manage the risk.

Estate Planning Seminar
The Boardroom
Level 3 379 Collins Street
Melbourne
Tuesday 30th October 2007      
12:30pm - 1:30pm OR  5:30pm - 6:30pm
Register online now

 

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