On Monday, May 26, we hosted our seminar on “How An SMSF Works In Retirement” at Leonda by the Yarra, presented by Senior Financial Planners Paul Nicol, Patrick Malcolm and James Malliaros.

The seminar provided attendees with a comprehensive overview of how a Self-Managed Super Fund (SMSF) operates, along with practical strategies to optimise SMSF structures and outcomes.

Key topics covered included:

• Introduction to SMSFs
• SMSF Advantages
  • Control & Flexibility
  • Tax Advantages
  • Estate Planning and Wealth Transfer
• SMSF Strategies
• Investing for Income in Retirement
• SMSF Investment Opportunities

We were delighted to have so many clients and guests in attendance. The event was exceptionally well-received, with strong attendance and overwhelmingly positive feedback. Attendees found the session both valuable and insightful, gaining a deeper understanding of how to make the most of their SMSF.