My Property Portfolio – Dealing with Inheritance, Estates and Taxes (Members)

$35.00 Inc GST

Description

Join us for a panel of experts who will discuss estate planning and how to protect the ones you care for the most. Come along and learn the importance of having a Will, you will also gain an understanding of the power of trusts, sound financial planning and tax implications for you and your loved ones.

Guest speakers:

  • Maria Di Giovanni, Solicitor and Notary Public, Iron Cove Law: Death and Your Property – What happens to your property when you die? Everything you need to know about effective Estate Planning.
  • Grant Helm, Senior Financial Planner, Moore Stephens: Transitioning and protecting your wealth during succession.
  • Kian Ghahramani, Principal – RSM Australia, Sydney Branch: Property tax implications pitfalls you need to be aware of.

 

Where: Balmain Bowling Club, 156 Darling Street, Balmain

When: Wednesday 7 August 2019

Time: 6:30pm – 8:30pm

Cost: $35 members, $55 for non-members