Economic Update & Superannuation Breakfast Seminar

This event will be held on Wednesday 16th April 2025. 

If you would like to attend this event, please contact Sarah Taylor at [email protected]

This event is designed to provide you with the knowledge and tools you need to navigate the complexities of superannuation, estate planning and future proofing your wealth as well as securing your retirement capital.

Our speakers will share their expertise on:

• Superannuation
  • Paying tax within superannuation
  • Binding vs non binding nominations
  • Estate planning and probate
  • Reversionary pensions vs lump sums
• Retirement Planning
  • Strategies around transitioning to retirement
  • Rules around accessing superannuation
  • The five key considerations around retirement risk

We will be in the company of David Berthon-Jones. David provides detailed economic, market and actionable investment insights to the RSM investment committee to form the RSM Investment Strategy. David will outline how markets are currently positioned and where RSM's approach lies within it's current investment strategy.

RSVP by 9 April to secure your spot. We look forward to seeing you there!