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Maximising your investment strategies:
Tax planning, SMSF & Property

Hosted by a team of experts in Accounting & Tax, Wealth Management, Superannuation and the Property Market, this event is one not to be missed for those interested in maximising their investment strategies.

With a focus on tax planning, Self-Managed Super Funds (SMSF) and the property market, you will gain valuable tips and insights for your investment strategy.

Please register via this form to ensure you won't miss out.

Event details: 17 February 2021,  5:30PM - 6:30PM


Register for the event today!


Event Topics

Tax Planning.

  • Structuring your investments in the most tax effective manner
  • Know your future tax liability now and plan around it to preserve your cash flow
  • Know the impact your taxable income will have on your borrowing capacity
SMSF.
  • Pros and cons of having property investments in your SMSF
  • Benefits of having an investment strategy for your financial planning
Property.
  • The latest update from the property market
  • Discussing property statistics, including the advantages and risks currently in the market

Event Details 

Date: 17 February 2021

Time: 5:30PM - 6:30PM

Location: Carbon Group, 24 Hasler Road, Osborne Park

Registration: Is a must! Please register via the form above.

The Speakers

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Lachlan Delhunty

Head of Advisory
Performance Property Advisory

Lachlan began his personal investment journey in his early 20s, and as an avid property investor himself he understands the challenges you're facing. 

With experience in valuations and advisory in both residential and commercial sectors, Lachlan also works as a buyer’s advocate, property consultant, investment advisor, and is a certified practicing valuer for major banks, investors, lawyer firms and high net worth portfolios.

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Dominic Papaluca

Accounting & Tax Partner
Carbon Group

Dom is an Accounting & Tax Partner at Carbon Group and CPA with extensive experience with businesses of all sizes. There isn't much Dom hasn't seen!

Dom has significant experience with helping business owner's to reduce the 'background noise' caused by cash flow problems, surprise tax bills and people management that distracts them from focusing on growing their business and investment strategies.

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Tracey Scotchbrook

SMSF Specialist
Superology

Tracey is a Self-Managed Super Fund Specialist with over 15 years experience. She is actively involved in the SMSF Association, holding a variety of committee roles since 2008 including: the former roles as Chapter Chair (WA), National Membership Committee, and current roles as Vice Chair (WA) and a member of the Professional Standards Committee. In 2019, Tracey was appointed as a non-executive director of the SMSF Association Board.

Event Partners

SMSF and Property Event
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