Premier investment strategies and technical information for SMSF trustees

The growth of SMSFs in number and asset value is set to continue. At last count, the Australian Taxation Office estimated the sector accounted for just on $400 billion worth of retirement savings. But still diversification remains an issue within SMSF portfolios, both within and across asset classes. In addition, issues regarding taxation and estate planning mean SMSF trustees need to be armed with the best strategies and information to help them make the most of their retirement nest egg.

This year's Morningstar SMSF Trustee Strategy Day provides the information members need to better manage these types of funds and their investment portfolios, including:

• The top five SMSF strategies for the 2013 financial year
• The state of the worldwide economy and its investment implications
• Sophisticated estate planning concepts to facilitate the protection of assets upon death
• Strategies to select and acquire the best properties available
• Discovering the advantages of investing in micro-cap companies
• Identification of the most favourable Australian equity stocks.

Delegates will be given the opportunity to hear from experts in the SMSF industry, such as:

• Grant Abbott, Australia's leading SMSF trainer and presenter
• Ian Huntley, editor of leading independent newsletter Huntley’s Your Money Weekly
• Shane Ellis, one of the few SMSF specialist lawyers in the country.

The registration fee of $77 (inc. GST) includes morning tea, lunch and afternoon tea and is tax deductible to the trustee of the fund (including any travelling expenses).

In addition, delegates will also receive the following special bonus:

• One year's free membership to the Australian SMSF Members' Association (ASMA).

All of these highlights make the Morningstar SMSF Trustee Strategy Day a must-attend event for SMSF members.

Register online now