Do you really know what’s happening with your super?

Join us for breakfast and access all the information you need to know.

Our focus is on you, your family and your well-being. We assess your current financial situation, listen to your goals in life and then guide you step-by-step to create, build and protect your wealth. With some careful planning, it is possible to build a strong financial future.

Achieve The Lifestyle You Deserve.


7.30am – 8.00am | Registration and Breakfast

8.00am – 8.45am | Technical Overview
Covers the superannuation changes announced in the Federal Budget
Examples and scenarios, potential ways to maximise your financial position

8.45am – 9.00am | Trustee Duties
Review of SMSF duties and responsibilities, ensure you are compliant and stay that way

9.00am – 9.30am | Q & A



What are my transport/parking options getting to the event?

Paid street parking is available on Hay Street (1hr), Havelock Street (3hrs), Parliament Place (3hrs) and Harvest Terrace (3hrs). If you prefer, you can park in the city and catch the Red CAT bus to the Parliament named stop. Our office is less than 50m from this stop.

Where can I contact the organiser with any questions?

If you have any queries at all, please feel free to contact our office via 6315 2700 or email

Is my registration/ticket transferrable?

We are happy for you to pass your ticket on to someone else if you can’t make it at the last minute, we just ask that you email us the new attendee name(s) so we can update our registration list.

Do I have to bring my printed ticket to the event?

There is no need to bring your printed along, there will be registration list upon entry and all you need to do is find your name and place a tick next to it so we know that you have arrived.

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.