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

Sydney Chapter Breakfast Seminar


Thursday 2 March, 7:30am – 9:00am – Sold Out
If you would like to be placed on a waitlist for this event, please email [email protected]

The FPA Sydney Chapter Committee invites you to join us for a Breakfast Seminar with Craig Day, Head of FirstTech at Colonial First State, and George Lytas, Head of Retirement at CommInsure.

This seminar will focus on ‘Super reform: Client impacts and strategies’.

The superannuation reforms due to take effect on 1 July 2017 represent the most significant changes to the superannuation system in 10 years.

Part of our award winning* FirstTech team, Craig will go through how the changes will impact your pre-retiree and retiree clients. Key topics to be discussed include:

How the various rules will operate
The key actions you may need to take in the lead up to 30 June
The new strategy options to consider post 1 July

George will then discuss retirement product strategies to consider post the introduction of these changes that address retiree longevity and estate planning needs.

*Ranked first by advisers for Best Technical Support in the 2015 Wealth Insights Platform Service Level Survey.

Seats are strictly limited!

We hope to see you there!

RSVP: By, Thursday 23 February
Cost: Complimentary for FPA Members and $50 for Non-Members

 

Chapter: NSW -Sydney
Venue: Hilton Sydney
Address: 488 George St, Sydney NSW 2000
Cost:

Sydney Chapter Breakfast Seminar Single Booking: Member = $0.00, Non-Member = $50.00

Contact: [email protected]