Navigating the $3 Million Super Cap

Event Contact

user Grace Simpson
03 5333514

Event Details

Event Date
09/11/2023 5:00 pm to 09/11/2023 6:30 pm
Event Location
Oscar's Hotel & Cafe Bar 18 Doveton Street South Ballarat Central, VIC 3350
Event Price
attach_money Free

Whether you’re on the path to a $3 million superannuation balance or already there, join our seminar on navigating the Australian Government’s proposed $3 million super cap and hear valuable insights on managing your wealth. While this measure is not yet law, understanding the potential impact on your current or aspirational super balance is crucial. Join us for an in-depth seminar designed to empower you with strategies to navigate the proposed changes and manage your wealth into the future. Seminar highlights: Speakers: Dan Butler, Leading SMSF Lawyer: Dan is one of Australia’s foremost SMSF lawyers, with over 36 years of experience in taxation and commercial law. He holds qualifications as a Chartered Tax Adviser, Chartered Accountant, and MBA graduate from the University of Melbourne. Dan frequently presents on tax and SMSF topics and plays an active role in major professional bodies. He is also a published author in these fields, regularly appearing in the Australian Financial Review. Damien E. Butler, FCA, SMSF Specialist: Damien is an experienced accountant and the Managing Director of Butler – Chartered Accountants and Financial Planners. With over two decades of experience, he is a Fellow of the Institute of Chartered Accountants, a Chartered Taxation Adviser, a CA Accredited SMSF Specialist, and a financlial planner. Damien’s commitment to high-quality, holistic financial advice has led to the establishment of Butler Private, providing integrated financial solutions to high net worth family and business groups. Agenda: Gain insights into the proposed $3 million super cap and its potential impact. Explore strategies for managing superannuation balances, whether you’re on the path to $3 million or already there. Learn about alternative investment options if superannuation is not the right fit. Understand the latest legislative updates and potential implications. Get expert guidance on wealth preservation and financial planning. Plus, enjoy: Exciting door prizes. Delicious refreshments throughout the event. Who should attend: SMSF trustees and members. Individuals with superannuation balances approaching or exceeding $3 million. Individuals with long-term aims of reaching $3 million. Anyone interested in proactive wealth management strategies. Don’t miss this opportunity to gain valuable financial knowledge, network, and enjoy a delightful evening. Secure your spot today and take a step toward a more secure financial future.