Join us to hear Self-Managed Superannuation Fund expert Tim Miller from SuperGuardian share both the benefits and impediments to having an SMSF from the time of establishment right through to winding the fund up and all the various life events that occur in between. All your questions answered about whether an SMSF is right for you.
There are over 600,000 SMSF’s in Australia with over 1 million members. Although this represents less than 5% of Australia’s population, they account for over $750 billion, or about 27% of the $2.7 trillion invested in superannuation. This is significantly more than the $678 billion in industry funds (i.e. those run by industry bodies) and the $623 billion invested in retail funds (i.e. those run by financial institutions).
Prime Value Asset Management is a multi-award winning, boutique, Australian investment manager with an impressive history of building wealth with its investors since 1998. We now manage in excess of $1.5 billion across asset classes including income securities, equities, property and alternative assets. Many of our clients invest in our various funds through a SMSF.
Prime Value is excited to partner with SuperGuardian and their SMSF expert Tim Miller to educate our clients about both the benefits and impediments to having an SMSF.
Tim Miller is one of Australia’s leading SMSF educators with over 23 years’ experience gained through providing legislative and compliance support to thousands of SMSF Trustees and Professionals alike. In addition to servicing the needs of SMSF clients, his practical and personable approach has made him a much sought after presenter regularly presenting at major SMSF conferences and events.
SuperGuardian is a Chartered Accounting firm and specialist self-managed super fund Administrator, with more than 18 years industry experience. SuperGuardian provides a premium SMSF service that represents value for money. SuperGuardian ensures Trustees and Financial Advisers have ready access to the facts, tools and support they need to make informed decisions and to maximise wealth creation.
You are invited to join Relationship Manager Andrew Russell as he hosts this 60 minute interactive webinar discussion and ask questions to Tim Miller from SuperGuardian. We will also be joined by Prime Value Portfolio Managers, Matthew Lemke (Income Securities) Richard Ivers (Equities) and Elizabeth Blackhurst (Alternative Assets) to share why our funds could be a good investment option in your SMSF.
We will also be inviting questions directly from you the investor during the webinar or you can email them in advance to arussell@primevalue.com.au