My Property Portfolio: Dealing with Inheritance, Estates and Taxes.

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/?page_id=242

Look forward to seeing you all.