Mosman Community College

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1. COMMUNICATION & COMPUTER STUDIES » Small Business

SELF MANAGED SUPER FUNDS

Course ID 20709
Price $75.00 (GST included)
Status Module is finished.
Location Mosman High School
Tutor Alexander Cook
Sessions 1 session of 3 hours
Start date Tuesday, 22 May 2018
Finish date Tuesday, 22 May 2018
Time 6.30pm - 9.30pm

Is a Self Managed Super fund right for you? Get an unbiased view of Self Managed Super Funds (SMSFs) compared to the alternatives and learn the key strategies that make SMSFs successful in retirement planning.

In this course you will learn:-
* How to set up an SMSF
* Costs of an SMSF
* Pros and Cons of an SMSF
* How an SMSF compares to other superannuation funds
* Strategies to grow an SMSF
* Investment options unique to SMSF
* Running a Pension from your SMSF
* Retirement Planning for SMSFs

Materials

Pen & Notebook

About the presenter

Alex Cook is a Financial Planner with his own practice, Arcadian Private Wealth, established in 2005 and located at Crows Nest and where he has been providing financial advice to individuals and their families for 12 years.

Alex has a Commerce Degree from the University of New South Wales, a Graduate Diploma in Finance and Investment from The Securities Institute, a Post Graduate Professional Certificate in Self Managed Super Funds from Adelaide University and is a Certified Financial Planner.

Prior to setting up his own practice, Alex was the Financial Planning Manager at Bentleys MRI, an Accounting Firm, where his role was the provision of advice to their client base and managing a team of junior advisers and support staff.Alex also spent four years as a Stockbroker, providing advice on Direct Shares, Warrants and Options contracts.

He is currently on the 20-20 Committee of the Financial Planning Association with its primary aim of increasing the professionalism of Financial Planners within the industry. He is also a member of the Self Managed Super Fund Professionals Association of Australia and considers his specialties to be in the areas of direct shares, self managed super funds and strategic advice for individuals and their families. Alex currently manages in excess of $80 million of clients' assets.

Alex's passion is to help Australian families to ensure that they do not "outlive their money".


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