Hi [fname]. This month at Baker Affleck Moffrey we are focusing on:
SMSF The first session our SMSF education series was held last Wednesday and we were pleased to see the new seminar room put to good use and full to capacity. Session 2 will be held on Wednesday, 4 May. “Borrowing though Super" is a very topical and interesting subject. Take a moment to read the article below by legal expert Sean McMahon, who will present session 2 in conjunction with Matt Hay from NAB Business Banking and myself. April is also about exciting new beginnings for our team and for you, our client, as we announce a joint venture with strategic financial advice firm Macnaught & Associates. See the article below about Principal, David Macnaught. Kind Regards Self Managed Super Funds (SMSFs) case study Superannuation is one of the most tax- Read about Brian and Cassie who have set up a SMSF to plan for a comfortable retirement and reduce their tax bill each year as they continue working. Click here to view full article
Confidence in property market creates interest in borrowing through Super In recent months we have seen a significant increase in the Click here to view full article New joint venture offers holistic advice Baker Affleck Moffrey is pleased to announce a join Click here to view full article
Baker Affleck is proud to welcome our new team member, David Click here to view full article
Economic Update 8 April 2011, NAB Private Wealth economic update Private View. |
Newsletter No. 20 An exercise to:
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Key dates Wednesday, 4 May - 4:00pm to 6:00pm Wednesday, 1 June - 4:00pm to 6:00pm Responsibilities of Trustees
Northcliffe lifesavers create Aussie history
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Baker Affleck Moffrey |
effective ways to accumulate wealth for your retirement.
number of clients looking to take advantage of the ability to borrow through their superannuation fund using superannuation instalment trusts (SITs). This is perhaps to a large extent due to increased confidence in the property market together with the major banks developing their own lending products in the two years that have passed since the legislative change. 
t venture with leading strategic financial advice firm Macnaught & Associates.
Macnaught.
