Upcoming events

Super & Investment Seminar

Date: Thursday, 18 September 2025

Venue: Online or In-Person in Sydney & Newcastle

We’re excited to invite you to an exclusive seminar this September, where our expert partners will unpack the latest trends, insights, and strategies in superannuation and investment.

Whether you're looking to elevate your investment game, or gearing up for retirement, this session will give you the tools and confidence to build a more stable, comfortable future and leave a legacy you're proud of.

What you'll learn:

• Effective Superannuation Strategies
  Smart tactics to grow your super. Explore the latest proposals and trends in superannuation and how they could create new opportunities or challenges for you.
• Understanding the $3 Million Super Tax
  Gain a clear explanation of Division 296. Find out whether the proposed tax is as concerning as it seems and who is most likely to be impacted.
• Market Insights in Uncertain Times
  The economic landscape is shifting, and fast. We will give you a clear view of current market and economic conditions. Learn how to navigate periods of volatility with confidence.
• Smart Investment Strategies for Long-Term Success
  Discover how Australian and international shares, fixed income, and impact investments can play a role in a balanced portfolio.