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

Melbourne Chapter Lunch Seminar

SOLD OUT – Tuesday 7 March 2017, 11.30am – 1.30pm.

The FPA Melbourne Chapter Committee invites you to join us for a Lunch 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!

By, Tuesday 28 February
Cost: Complimentary for FPA Members and $50 for Non-Members

Chapter: VIC-Melbourne
Venue: Novotel on Collins
Address: 270 Collins St, Melbourne VIC 3000

Melbourne Chapter Lunch Seminar Single Booking: Member = $0.00, Non-Member = $50.00

Contact: [email protected]