Mon June 20th – 2 SPEAKERS! Asset protection strategies (your accountant may not know about) plus SMSF recent budget changes!

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Matthew Ward, Managing Director of Barker Ward Wealth Management and Senior Wealth Advisor is passionate about helping others achieve their dreams of financial freedom. Matthew does this with his wealth of knowledge and vast experience in financial planning. Matthew has had many years of professional experience as both a senior financial planner and national advice manager for one of Australia’s largest listed financial services companies.

Matthew has extensive industry knowledge and education, and holds a Master of Taxation and Financial Planning, Professional Certificate in Self-Managed Superannuation Funds, Bachelor of Commerce, Diploma of Financial Planning and a Diploma in Finance and Mortgage Broking Management. He is also a Certified Financial Planner, Fellow of the Tax Institute of Australia, SMSF Specialist Advisor; and, Graduate of the Australian Institute of Company Directors, and member of the International Academy of Collaborative Professionals.

He was recently an active member of the SMSF Professional Association of Australia State Chapter Committee in South Australia for over 5 years, was recently recognised by the Financial Review as one of Australia’s top financial planners, and is also a non-executive Chairman of the Board for a Public Hospital Foundation.

Matthew is the proud father of three children, enjoys travelling and keeping fit, while maintaining a balanced lifestyle and perspective.

Matthew is an Authorised Representative with Hillross Financial Serviced Ltd (ASIC No 245811).

List of topics would include:

  • What is superannuation?
  • What are SMSFs?
  • SMSF statistics.
  • The SMSF basics.
  • Why people want SMSFs and things to consider first.
  • What you can and can’t do in SMSF’s
  • Limited recourse borrowing arrangements rules.
  • Super fund home loans.
  • Case study.
  • Proposed legislative changes and how this could potentially impact on SMSF borrowing and property investment.
  • Ask any questions you like

OUR SECOND SPEAKER IS MR IAN FEHLBERG

Ian Fehlberg – a country boy – has been a Chartered Accountant for over 40 years, and a SMSF Specialist advisor for over 10 years. 20 years ago he became a financial advisor, with the sole aim of helping clients achieve their goal of Wealth Creation.

Then in 2015, Ian realised the Wealth Creation strategies he and other advisors used lacked a critical component.

And that was Wealth Protection – protecting the equity in their family home and their investment properties.  And by that we don’t just mean insurance. Advisors help clients create wealth, but the last and most critically important component – that of Wealth Protection – is missing,

So Ian, in conjunction with a highly recognised legal expert in this area, set about developing a rock solid Wealth Protection system for clients, to ensure that no one could touch their client’s hard earned wealth. The litigious society that we live in today makes it mandatory that we protect our wealth so that we, and our families, never lose what we have worked so hard to make. And this applies to our family trusts as well.

That is what Ian is so enthusiastic about. So that his clients can continue living their lives knowing that their wealth is protected – absolutely secure.

Don’t miss this meeting.  You can pay online below or pay at the door!

Remember, you are always welcome to bring along friends or relatives who are interested in property investing – it is all about networking with like-minded people!

Location 207 Frome Road (cnr Wakefield St) Adelaide CBD. Century 21 office. Please ring the doorbell on arrival at 207 Frome Rd. Parking is available on adjacent streets.
Map Click here for map
Date 20/06/2016
Time Arrive from 5.30pm for 6pm start to 8pm then Bocelli for networking

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