Upcoming Events

Shearer + Elliss hold numerous seminars during the year.

For more information or to reserve your place please call us on 08 8373 0202 or email sefs@se-ca.com.  

Are you on Track?

Tuesday 5th June 2012 - click here to register online

Alternatively please call Andrew Barlow on 08 8373 0202 or email sefs@se-ca.com

 

Past Events

Estate Planning

What is Estate Planning? Estate Planning is essential to provide you and your family with security and peace of mind. Everyone with assets needs to consider estate planning more>

Do I need an Estate Plan? This depends on your financial situation. FOr most people who have money in superannuation and a reasonable level of assets, it is certainly work considering.

Some instances where Estate Planning could be useful are when you want:

  1. To pass on a family business
  2. To make a gift to charity
  3. To ensure flexibility in distributing your assets
  4. Your superannuation funds directed
  5. more examples> (p2)

What should an Estate Plan include? An Estate Plan should:

  1. Be easy to administer
  2. Be inexpensive to maintain
  3. Balance life time enjoyment of assets and income with preserving assets for family after death
  4. Be reviewed regularly

To find out more about Estate Planning, please contact us on 08 8373 0202 or email sefs@se-ca.com.

Thinking about Retirement 

Transition to retirement strategies have been popular since they were introduced. However, with changes to the concessional contribution limits it can impact existing strategies.

If you are between 55 and 75 there are four ways a transition to retirement pension could help you:

  1. Ease into retirement. view case study (p2)
  2. Boost your superannuation. view case study (p3)
  3. Boost your income. view case study (p4)
  4. Save on tax. view more information (p5)

To find out more about the above strategies and how they can benefit you, please contact us 08 8373 0202 or email sefs@se-ca.com.