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SMSF Trustee Training

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A special event

The BKO Group are holding an Education Seminar Series for people new to Self-Managed Superannuation Funds. You are personally invited to attend.

In the training program, we will teach you the basics of running a Self-Managed Superannuation Fund, and provide useful templates and support material to get you started. Seminar attendees receive free phone support for 12 months for material covered by the course. The seminars are being hosted by Richard Grimshaw (Director).

Date: 21st April 2010 to 26th May 2010

Weekly on Wednesday Nights

Time: 6pm

Venue: The Boardroom, The BKO Group

Unit 1, 29 McDougall Street, Milton Qld 4064

Cost: Free to BKO Clients that are members of our Wealth, Prosperity or Premier Plans.

Course fees are $660 per fund for other attendees.

RSVP: By 16th April for the first seminar on 07 3876 4100 or via email to admin@bko.com.au

Numbers are limited so please RSVP to secure your place.

Date

Title

21 April

Introduction to SMSF

28 April

Trustees and the Law

5 May

Investing in SMSF

12 May

Record Keeping

19 May

Administration Support

26 May

Advanced SMSF Workshop

About our presenter:

Richard Grimshaw joined The BKO Group in November 2008 following the merger of his award-winning financial planning business into The BKO Group.

Richard is a Certified Financial Planner has been advising in the specialist area of Self-Managed Superannuation for 8 years and holds specialist accreditation in SMSF advice.

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