The Financial Planning Association of Australia The Financial Planning Association of Australia

Geelong Chapter Member Lunch

Wednesday 5 October, 12:15pm – 2:00pm

The FPA Geelong Chapter Committee invites you to a lunch seminar on Wednesday 5 October, at Lord of The Isles, on Estate Planning and Superannuation Update.

During this event you will hear from our guest speaker, Richard Atkinson, Austock Life’s Head of IFA Product and Relationships. 

In their May Budget, the Government set out a number of proposed changes to the superannuation system. If implemented, many of these changes will impact the ability for your client’s to use Superannuation as a retirement saving vehicle and for estate planning. As a result Richard will present on;

– Strategy use for Investment Bonds
– Discretionary investing outside of Super given the new lifetime caps
– Achieving Estate Planning and Inter-generational wealth transfers outside of Super
– Solutions for the reduced attractiveness of concessional contributions for high income clients

FPA Geelong Chapter Election Meeting 
We take this opportunity to encourage you to become part of the FPA Geelong Chapter. We will be holding our Chapter Election Meeting following Richard’s presentation. You can nominate on the day in person or send our Chapter Chair, Brian Quarrell an email at [email protected], to express your interest to join the Chapter.

We look forward to seeing you there!

Cost: Members:$15;  Non-Members:$25
RSVP: By, Wednesday 28 September 2016

Clicking the confirm registration button does NOT complete your registration. You must click on “submit final confirmation” button to finalise your booking, which is on the next page.

Chapter: VIC-Geelong
Venue: Lord of the Isles Tavern
Address: 3 W Fyans St, Newtown VIC 3220

Geelong Chapter Member Lunch: Member = $15.00, Non-Member = $25.00

Contact: [email protected]