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Phillipsons Forum April/May 2012

Super week: focusing on all things superannuation

During Super Week, which focuses on all things superannuation, our specialist SMS Team is conducting workshops to show you how you can take control of your future … and relax.

Our presenters for these events are Ian Mein and Brent Butcher.

Ian Mein is Director of Phillipsons Financial Planning and a Certified Financial Planner, with more than twenty years' experience in the funds management and financial planning industry. A member of the Self-Managed Super Funds Professionals' Association of Australia (SPAA), Ian has pioneered the development of SMS Pro in Gippsland-an innovative, affordable and responsive SMSF solution offered exclusively by Phillipsons.

Brent Butcher is a Phillipsons Associate, Business Accounting and Taxation Advisor and Self-Managed Superannuation Specialist. He is experienced with all aspects of business accounting and taxation, with particular expertise in superannuation administration, and a broad range of skills in record keeping and tax matters.

DIY Super

All you need to know about running your own self-managed super fund.

Super Trustee Responsibilities

If you are already running a self-managed super fund, then this session is for you. We will give you the knowledge and tips to keep your fund compliant and free from ATO penalties.

Portfolio Management

See the tools that take the stress and time out of running a super fund while accessing up-to-date information and proven investment strategies.

Mon, 30 Apr - 2pm

Tue, 1 May - 2pm

Tue, 1 May - 5pm

Thur, 3 May - 5pm

Wed, 2 May - 5pm

Wed, 2 May - 2pm

Where:  Phillipsons, 388 Raymond St, Sale

Places are sure to fill quickly, so please register by Friday, 20 April 2012 to ensure your spot.

Register today

Phone:  03 5144 4566   (Please specify which session(s) you wish to attend.)
Email:   (Please specify which session(s) you wish to attend.)