Are you looking to secure your financial future and make informed decisions about your wealth?
Start your day with a delicious breakfast and gain valuable insights from our expert speakers on key financial topics that matter to you.
This event is designed to provide you with the knowledge and tools you need to navigate the complexities of superannuation, estate planning and future proofing your wealth as well as securing your retirement capital.
Our speakers will share their expertise on:
- Superannuation
- Paying tax within superannuation
- Binding vs non binding nominations
- Estate planning and probate
- Reversionary pensions vs lump sums
- Retirement Planning
- Strategies around transitioning to retirement
- Rules around accessing superannuation
- The five key considerations around retirement risk
We will be in the company of David Berthon-Jones. David provides detailed economic, market and actionable investment insights to the RSM investment committee to form the RSM Investment Strategy. David will outline how markets are currently positioned and where RSM's approach lies within it's current investment strategy.
Australian Financial Services License Number 238 282
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Date:
Wednesday, 16 April 2025 |
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Time: 7:00am Arrival (7:30am start) - 9:30am
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Venue: Mantra Albury Hotel
524 Smollett St, Albury NSW 2640 |
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Adam is a financial adviser with RSM in Albury and provides tailored and holistic advice to clients in a range of areas including personal investments, superannuation, insurance and retirement planning....
Adam tailors his advice around the client’s goals and objectives, providing them with the tools and education needed to take that financial leap into the next phase of their lives.
Cody is a highly skilled Manager within the RSM SMSF team in Albury....
With extensive experience in the financial industry, Cody brings a wealth of knowledge and expertise in helping clients navigate the complexities of self-managed superannuation funds. Cody excels in providing tailored advice and strategies for setting up and managing SMSF's, with a deep understanding of tax law and compliance and regulatory requirements.
David provides insights and recommendations to the RSM investment team, he is professional asset and portfolio manager....
David is responsible for macro-economic analysis and dynamic asset allocation processes across a range of reliable multi-asset and direct equity portfolios. He gained his CFA charter in 2010 and previously managed the $2.2bn large-cap Australian equity portfolio at AMP before moving to CBA Private, where he became portfolio manager of $5bn in funds under advice.
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