My Property Portfolio: Dealing with Inheritance, Estates and Taxes.
- July 15, 2019
156 Darling Street
Balmain
Aug 7 @ 6:30 pm – 8:30 pm @ Balmain Bowling Club
My Property Portfolio: Dealing with Inheritance, Estates and Taxes
Information,networking,food and drinks. Strict RSVP and payment required pre-event. Some tickets may be purchased at the door but cannot be guaranteed.
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 SPEAKER & TOPICS:
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.
This is a catered event with food and drink provided on the night. Please RSVP on Meetup and purchase your ticket.
Tickets available to purchase from POANSW website here:-
https://www.poansw.com.au/events-and-seminars/
Look forward to seeing you all.