SMSF Tax Minimisation Strategies for over 55s --Withdrawal & Re-Contribution Strategy

Описание: www.hewison.com.au

Hewison Private Wealth held a Wealth Forum on the 10th of July 2012. Senior Advisers Nathan Lear and Glenn Fairbairn simplified otherwise complex SMSF Tax Minimisation Strategies for those over 55. The session highlighted the importance of strategy in an uncertain environment where most of the focus is on investment performance.

Established in 1985, Hewison Private Wealth has grown to become one of Australia's leading independent wealth management firms -- and we can prove it.

Dissatisfied with the "off the shelf" approach to financial planning that takes control away from clients and into the hands of a fund manager, our founder, John Hewison sought to establish a wealth management model which would give every client control and flexibility over their finances. He also believed that advice must be delivered without bias and tailored to a client's individual objectives.

Today, Hewison Private Wealth provides this solution: Our direct investment philosophy together with individually managed accounts provide clients with optimum service, truly independent advice and investment strategies that have been tested and adapted to accommodate rising and falling financial markets during the past
25 years.