Important Information Session for SMSF Trustees

If you are an SMSF Trustee or are interested in starting a Self Managed Super Fund we invite you to come and hear about changes that will effect your SMSF

At the moment Hern & Associates provides SMSF administration and accounting services to ensure your fund is established correctly and meets all the legal requirements. Recent changes to Government regulations mean that accountants must now be licensed to provide any SMSF advice.

We invite all trustees to attend a special SMSF information session to learn about the new regulations and how it will affect your individual needs and circumstances.

We will also have guest speakers who specialise in SMSF. Senior Estate Planning Specialist, Lester Jarmyn will talk about death, estates and how that impacts on your SMSF. SMSF Auditor Michael Mackenroth will talk about his role as an SMSF auditor, what he looks for and what he reports to the ATO.

Time: 6PM

Date: Wednesday 4th November

Bookings are essential. To RSVP and further details please contact our office on 8344 6011 or email Adrienne at adey@herns.com.au with the names of attendees.

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