An exclusive TAG Webinar
Trustee Training 2022
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About us
Who is TAG Financial Services
We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
What to expect from this session:
A Self Managed Super Fund (SMSF) gives you the freedom to take control of your Super. This webinar provides SMSF Trustees with guidance, the most up-to-date information, plus tips and strategies to help you reach your retirement goals. You will also understand your role and responsibilities as a Trustee.
This webinar will cover:
– How Trustees should plan for their retirement needs.
– Investment restrictions imposed on SMSF trustees.
– The rules and limitations surrounding SMSF contributions and benefit payments.
– The administration involved with a SMSF including clarification on key terms and legal jargon.
– Possible scenarios a trustee may encounter.
About Jason Roccasalvo
Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. Jason joined TAG in 2014 and is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.