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Financial Services Seminar June 2016

SKLPC WA are pleased to announce this seminar aimed at improving the financial affairs of Members of our community. 

Why you should attend

With so much advertising, news and hype it's no wonder that many individuals are so confused what products are really suitable for their circumstances that they do nothing and often leave themselves and their family dangerously exposed to risks and misfortune that could easily be planned for given the right information and understanding. This session is a great opportunity to start getting up to speed on important Australian rules and regulations affecting us and financial and legal tools and procedures available to help us through this.

Seminar Details
Venue:     Wanneroo Library & Cultural Centre (Theaterette)

                 3 Rocca Way, Wanneroo WA 6065 

                 - Use the street level entrance on Dundebar Road (not the upper floor ramp as those doors will be locked)
                 - There's plenty of car parking on Rocca Way
Date:       Tuesday 28th June 2016 
Time:      6.45pm for a 7pm start. Seminar concludes at 8.30pm, followed by coffee and networking until 9pm.

Presentations and Speakers
SKLPC brings together a selection of experts from the fields of Banking, Law and Tax who will share with you what you need to know to get get you up and running.

WILLS AND ESTATE PLANNING (ANDREAS VON ALTENSTADT, AVA LEGAL)
Andreas von Altenstadt has over 20 years of experience in property and commercial law. He is admitted as a barrister and solicitor of the Supreme Court of Western Australia and the High Court of Australia. Andreas’s experience embraces leasing of retail, commercial and industrial properties, acquisition and sale of commercial properties and businesses, due diligences, acting for property developers, preparation of joint venture agreements, general property development work and subdivisional work, general property advice and duty advice. Andreas is responsible for all of the leasing work for a number of major institutional clients in Western Australia (both office and retail). In addition, Andreas has expertise in relation to the preparation of finance documents and the preparation of general commercial contracts and agreements, including partnership agreements, shareholders agreements and distribution agreements.

PROTECTING YOUR PERSONAL AND BUSINESS ASSETS (MANISHA PINDOLIA, COMMONWEALTH BANK OF AUSTRALIA)
Manisha Pindolia is a Chartered Management Accountant, CPA and Associate Member of Association of Financial Planning Australia (AFA). She has worked with Commercial businesses for over 10 years in senior management roles and has a good understanding of business operations and multiple structures. As a Business Financial Planner (CBA) her driving ambition is to answer “ how can I best use my capabilities to make a difference in someone’s life” and her role at CBA gives her the opportunity to educate business owners so that they can make informed decisions in relation to personal and business asset protection strategies. Advice that she covers includes Personal and Business Life insurances, Superannuation and Retirement, Managed Investments and SMSF (Investment Strategies).

TAX, PROPERTY AND INVESTMENTS (JANE COOPER, GM TAX)
Jane Cooper is UK & Australian Chartered Tax Advisor and also a Member of the Institute of Public Accountants in Australia. Jane is a principal in GM Tax which provides UK & Australian Tax & Accounting services and Registered Tax Agents with the Tax Practitioners Board in Australia, number 51531008   Jane migrated from the UK to Australia in 200 since then has been assisting migrants to Australia with tax strategies, including their ongoing personal and business tax requirements, such as the preparation and submission of tax returns in the UK and in Australia. Jane also assists clients with strategic matters and ongoing compliance relating to Self Managed Superannuation Funds in Australia.





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