Upcoming Events

 

Webinar: Investor Update 2021

 

Wednesday 19 May 2021

12.30pm - 1.30pm (AEST)

 

There's no question that the last year has been a volatile one for investments.

In this webinar, we will discuss the impact of the Federal Budget, and how this may impact your investment strategy. 

Hear from our experts on 

Federal Budget

- How the Federal Budget may affect you.

Market update

- What's happened over the last 12 months and the expectations for the next 12.

Market Volatility

- What can you do to navigate your way through market noise.

 

Our experts speakers:

Leigh Jobling
TAG Partner
Investment Advisory & Wealth

 

Brook Sweeney
Senior Investment Consultant
Lonsec Investment Solutions Pty Ltd

Brook is a Senior Investment Consultant at Lonsec Investment Solutions Pty Ltd. In this role Brook provides portfolio construction advice, including fund research, selection and asset allocation to Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds. Brook has more than 20 years’ investment experience and was recently a National Manager at Colonial First State (CFS), where he was responsible for part of CFS’ retail distribution strategy. Previously, he spent eight years at Morningstar both in Australia and the UK in a variety of consulting roles.
 

Webinar: EOFY Super Strategies & Super Cap Changes

 

Tuesday 1 June 2021

12.30pm - 1.00pm (AEST)

 

Indexation of several superannuation thresholds will commence on the 1st July. These changes will mean that pensions and contributions are about to become more complex. 

Come along to our upcoming webinar and we will take you through:

- The cap changes that are coming and how they may impact you. 

- What actions you need to take and when

- Other important EOFY super planning to be aware of.

This is a must attend for anyone with a Self Managed Super Fund.

 

Our expert speakers:

Jason Roccosalvo, CA
Partner, TAG Financial Services
Superannuation Advisory & Audit

 

Emma Partenza, CPA, SSA
Manager, TAG Financial Services
Superannuation Advisory & Audit