This month we are excited to very exciting speakers. Matthew will let you into the world of a valuer and Tonina will talk about the latest rules and regulations governing SMSF’s.
Property Valuations Explained
Have you ever wandered what process a valuer goes through when valuing residential and commercial real estate? Can a valuation be challenged?
We are excited to have Matthew Baxter from Opteon (Victoria) come and talk to the group about this exact topic.
Matthew has 25 years of experience in the property industry, has been a partner with Opteon (Victoria) for over nine years, whilst simultaneously leading the direction of the wider Opteon Property Group business as Chairman/Director of the national board. In Matthew’s time on the national board the Opteon group revenue has doubled and the group is now considered a leading supplier of property knowledge throughout the country.
Previously in the role of Regional Manager, Matthew managed a team of 40 residential and commercial Valuers, is a Certified Practicing Valuer (CPV), and has undertaken valuations in a wide range of property classes. Mathew’s current role involves promoting Opteon’s capability in non-mortgage property advice.
For a property investor the role of the valuer is crucial in managing their equity and loan accounts. Matthew plans to discuss how a valuer goes about the process of a valuation. In this discussion he plans to cover:
- The valuation process
- How a bank reads a valuation report
- Risk ratings and the valuation
- How a valuer analyses sales evidence
- Can a valuation be challenged?
- Is Melbourne in a property bubble?
- Where do Valuers think the market is heading?
This is a session you will not want to miss.
What You Must Know About SMSF’s
Our next speaker is Financial planner Tonina Ciarrocchi from Acceptance Finance.
Tonina 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!
Tonina will be speaking about latest updates with SMSF, which will include borrowing to purchase property. Tonina will also be touching on structures that can be used for property purchase and SMSF.