Have you ever thought that the money in your Super Fund would be in much safer hands if you were in control of it?
- Have you ever thought of taking control of your retirement funds but don’t know how to go about it?
- Have you thought how you can use your super to invest in property or other investing strategies?
- Have you set up your SMSF but don’t know how to go about finding suitable properties that comply?
Our speakers talking to us about SMSF are credit advisor Simon Stoll and financial planner Tonina Ciarrocchi from Acceptance Finance.
Simon has been working within the finance industry since 1995, working with various lending institutions acquiring a wealth of knowledge in Commercial & Residential lending. Prior to joining Acceptance Simon ran his own successful independent brokerage for 8 years. Simon joined the Acceptance Finance team in 2010, his broad understanding of financial services is complimented by the team around him, providing his clients with a holistic financial services approach. Simon understands that the secret to success is providing superior service supported by knowledge and experience.
Tonina is a Financial Planner who specialises in a number of areas including SMSF. After an extensive history in the Financial Planning industry since 2001, primarily working for Westpac, she started her own company in 2008, due to a demand from clients to be serviced outside the banking structure. Over the years she has grown her business and has aligned her corporate structure with Acceptance Financial Planning giving clients the added benefits of a wider network. Tonina enjoys helping people through their journey in life ensuring the outcomes meet their needs and long term objectives….working together!
Simon and Tonina will walk you through what are the key considerations in setting up an SMSF and how do you go about borrowing. They will talk about:
– What assets can be funded
– Loan structuring
– Key lending criteria (Security / serviceability)
– What loan products are available
– Estimated costs to set up and maintain an SMSF
– and more
Come and meet up with other property investors in a safe environment. You are welcome to bring family and friends along as well.
We will be giving away a BONUS on the night but you have to be there to recieve it.