As part of the service that David J Gibney Pty Ltd offers, we constantly educate our clients about what options are available to minimize their tax obligations. Altering life stages has a ripple effect on our financial requirements. Our complimentary seminar presentations to new and existing clients are often used as a forum to consider a variety of issues. These help clients to understand how strategic planning can be used within the context of their unique situation.
Ongoing dialogue ensures that potential adjustments are able to be managed without fear of change well before implementation. Seminar information is delivered in our offices starting with welcome drinks about 20 mins prior to the start time of 7pm. For those of you who come directly from work, a small snack is available and afterwards supper is offered. This allows an opportunity to ask questions or obtain clarification on a particular issue that was discussed. A take home information package for attendees regarding the topic is available to clarify the content. Once you have had a chance to absorb the information (& within a couple of days) follow up support in the form of a phone call to answer any further queries is available. If you wish to attend any of the seminars, please call the office on the above number or register your interest via email link on the contact page.
Super Seminar Information
- What is a self Managed Superannuation Fund?
- Advantages of a Self Managed Superannuation Fund
- Estate Planning and Binding Death Benefit Nominations
- Instalment Warrants
- Planning – ungeared unit trusts