AABC Unlocking SMSF

Join us for an informative evening hosted by the Australian Arab Business Council, focusing on the fundamentals and strategic management of Self Managed Superannuation Funds (SMSFs). 

This comprehensive session is designed to equip you with the knowledge and tools needed to optimize your SMSF management and ensure compliance with regulatory obligations.

It’s not too late to start your SMSF journey!

Presentation Highlights Include:

• Breaking down the fundamentals of Self Managed Super Funds.
• Obtaining a statement of advice to ensure all compliance obligations are being met.
• Understanding the implications of being a trustee.
• Ensuring there is an investment strategy/exit strategy, as many lenders require this as part of an LRBA.
• Incorporating personal insurance as part of the investment strategy.

Farid L. Zaki FIPA, FNTAA, JP - Senior Accountant and Tax Agent
ATP Accounting and Taxation Professionals

Farid Zaki, Business Accountant Tax Agent and Founder of ATP Accounting & Taxation Professionals, a Business Accountancy, Tax and Advisory Firm based in Norwest Business Park, Baulkham Hills.

With over 30 years of remarkable business experience, Farid is passionate about helping clients grow their business, achieve greater profits, enjoy wealth, minimise tax, maintain cash-flow and protect assets. He is positive-minded and passionate business connector in many business chambers, networks and associations.

Known as the King of Selfies, Farid is a true gentleman who is always open to new business connections and opportunities. Please reach out and connect.

Stephan Marianne CFP®, JP - Senior Financial Planner
Iconic Wealth Advisory Services

Stephan has been in the financial planning industry since 2006. During that time, he has worked for a major bank, to growing a successful financial planning business that was later acquired by an ASX top 120 organisation.

Having had experience in establishing and operating numerous businesses, Stephan knows the challenges that not only business owners face on a regular basis, but also individuals in general who want to create a brighter future for their loved ones.

Stephan specialises in offering high quality, personalised wealth creation and wealth protection advice that will assist individuals and SME business owners to achieve their financial goals.

He is a Certified Financial Planner ®, the internationally recognised industry designation for excellence in financial advice.

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Disclaimer:The presenters will propose general information, please speak to your accountant, financial planner and advisors for your specific circumstances.

We are encouraging new members of the business community to join the night and participate in our networking platform. For more information, please contact info@australianarabbusiness.org.au