Brian May and Kevin Bettman with Lynas Staff – 13 March 2008
THE LYNAS SUPERANNUATION FUND
Since the budget announcements in May 2006, superannuation has become significantly more simple to understand.
At the same time there a number of financial planning and tax strategies available which will enable you and your spouse to receive your Superannuation at retirement in the most tax efficient way.
Our Financial Adviser, Brian May of Horizon Wealth Management, will be updating us on the Company’s benefits and examining some case studies which will illustrate some of these strategies.
We will also cover some Wealth Protection opportunities and the framework we use in order to assess the required level of cover for our clients.
If we have time available we will also share with you our thoughts on the factors that you may wish to consider when structuring an investment portfolio.