This month I have invited financial planner Tonina Ciarrocchi to talk about the latest updates affecting Self-Managed Superannuation Funds, including borrowing under an SMSF to purchase property as well as the structures that can be used for buying property within an SMSF.
Education and diversification can be important aspects of successfully utilising a Self-Managed Super Fund, so Tonina will also be discussing the requirements for an SMSF to have an investment strategy, and the various asset classes you can invest your capital into including capital held in your SMSF.
Come along and discover some of the different investment options you may have outside of cash and term deposits – such as Shares, Exchange-Traded Funds (ETFs), “mFunds” and other types of assets that an SMSF can invest in.
Tonina Ciarrocchi is an experienced financial planner specialising in SMSFs in addition to other areas, and has been active in the financial planning industry since 2001. Her vast experience in financial planning includes 7 years working for Westpac as a senior financial planner, and subsequently establishing her own financial planning company in 2008. Over the years she has grown her business and has now 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!
Bring your friends and relatives …
There is plenty of parking and remember, you are always welcome to bring along friends and relatives who are interested in property investing – it is all about networking with like-minded people.
I look forward to seeing you there!