An exclusive TAG Webinar

How to run a Self Managed Super Fund

Hosted by
TAG Financial Services
J
Jason Roccasalvo and
E
Emma Partenza

Broadcast has ended. You may watch the replay!

March
21
Tuesday
March 21st
12:00 pm AEDT

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:

Have you ever thought about what’s involved in running your own super fund?


A Self Managed Super Fund (SMSF) gives you the freedom to take control of your Super but you need to understand the role and responsibilities that come with it.


This webinar provides:


- Planning for your retirement needs with an investment strategy.


- Complying with regulations, ATO reporting and audits.


- The admin involved with a SMSF including clarification on key terms and legal jargon.


- Investment restrictions imposed on SMSFs.


- Rules and limitations surrounding SMSF contributions and benefit payments.


- Possible scenarios you may encounter.

about


Jason Roccasalvo | TAG Partner, Superannuation Advisory & Audit


SMSF Advice | Retirement Strategies | Estate Planning 

about


Emma Partenza | Manager, Superannuation Advisory & Audit


SMSF Specialist Adviser | SMSF Technical Specialist

March
21
Tuesday
March 21st
12:00 pm AEDT