You’ve worked hard for your money, now it’s time your money works hard for you.
A lot of people underestimate the opportunities within their super to build wealth and leave this till it is too late. Make your money work hard for you to support an abundant lifestyle at retirement as well as provide for seamless transfer of intergenerational wealth.
Jimmy will discuss how the superannuation system works in Australia and the complexity of Tax as applied to Superannuation and Retirement Planning.
Have you planned correctly?
Topic: Superannuation, Retirement and TAX
Time: Sep 23, 2021 08:00 PM Canberra, Melbourne, Sydney
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Meeting ID: 982 3687 5478
Jimmy Son is a Certified Financial Planner® (CFP®) and a member of the Financial Planning Association of Australia. Jimmy has been a Financial Adviser since 1990, and has worked in financial services over 25 years. With the wealth of financial planning knowledge and experience in a complex and ever-changing financial industry, he successfully helped many of his clients to achieve their financial goals.
Jimmy is no stranger to CAV, having served on the EXCO in 2004, 2005 and 2006.
As a founder of Amicus Financial Lifestyle Planning, Jimmy is a specialist in creating income stream strategies and retirement planning for his clients. Coupled with complex SMSF and asset allocation strategies, clients can benefit from the current volatile investment market.