SMSF investment strategies and rules for the new financial year
Kick off the new financial year by reviewing your SMSF investment strategy and setting practical goals for the year ahead. Take into account the latest legislative changes (including the $1.6 million transfer balance cap & new LRBA rules) and ensure your SMSF is set up for a successful year ahead.
Review your current investment strategy and discover new opportunities and areas of improvement that will help achieve your short and long term SMSF goals.
Duration: 45 minutes
Presented by: Peter Hogan, Head of Technical, SMSF Association
Peter Hogan is the SMSF Association's Head of Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Advisor and former Chair and National Board member of the Association.