CN-AFS-WIDE-REV - web (1)

Register for Cutcher & Neale's Superannuation and Investment Seminar

Our SMSF advisors will comment on your most frequently asked questions, as well as provide insight into changes in the superannuation and investment landscape.

Join our seminar to hear the latest on:

  • Current superannuation proposals and announcements for the upcoming budget. 

  • Implications and potential strategies following the indexation of key superannuation thresholds and caps.

  • The impact COVID – 19 is having on global economies and how it is influencing our portfolio construction.

  • What does the current investment landscape look like and what are the key points for positioning your portfolio.

  • What strategies are we considering and implementing for client portfolios.

Date: 21 April 2021
Time: 6:00pm 
Place: Noahs on the Beach, Newcastle

 

Register 

Phil Smith

Phil Smith
Partner of Investment Services

Phil is Partner of our Investment Services division and has over 30 years' experience and extensive breadth of the financial market. Phillip will review the national and global investment environment and advise you on how this could influence portfolio construction. In 2018, Phil was awarded SMSF Investment Strategist of the Year by SMSF Advisor.

Sam Arnott

Sam Arnott
Associate of Superannuation Divison

Sam is an Associate of our Superannuation division, Sam holds years of experience in the Accounting and Superannuation industry. Sam focuses on developing tactical strategies for our clients to ensure their wealth is protected and secured. 

Shane Morgan

Shane Morgan
Partner

Shane joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within our Medical and Dental Divisions and has a particular interest in Self Managed Superannuation for our Medical and Dental client base.

Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Medical Association (AMA (NSW), the Australian Association of Practice Management (AAPM), Australian Dental Association (ADA), and the SMSF Association.