Smart Tax and Investment Strategies for Savvy Property Investors

You are warmly invited to next seminar looking at ways to improve your wealth position in the coming financial year.

Around this time of year it’s timely to take stock of your current financial and tax position and look at ways to improve your financial fitness in 2016.

In this seminar we will be discussing specific strategies that you can use as a savvy investor to create the ultimate tax effective structure for your personal situation.

With three experienced speakers covering the property, finance and tax in one evening - you will walk away with the essential tools and know-how that successful property investors use.

Topics covered at this special event include:

• Which way for property markets?
• How long will this growth period last?
• Learn how to invest with just $300k
• Picking a property strategy that’s right for me
• What’s in a name – investing in your own name, a Trust, or SMSF
• Asset Protection & Estate Planning considerations
• Investment & Structural Strategies for different stages of the Life Cycle
• Property Prices: Debunking the Affordability Myth
• Tips for borrowers in current market
• Fixed vs Variable
• Be a forward looking investor

Date: Wednesday 17 June 2015
Time: 6.30pm registration, 7.00pm start to 9.00pm
Venue: Wesley Centre, 220 Pitt St, Sydney (Lyceum Room)
Cost: $19 single ticket, $29 double ticket

Telephone enquiries: 02 9975 3311

Limited seating is available so book early to reserve your spot today!

Speakers:

Rich Harvey, Managing Director and founder of propertybuyer
Rich is a buyers’ agent, property investor and professional economist with over 19 years experience in the property industry. He is a research expert and highly skilled in investment analysis and negotiation techniques that can deliver real savings for his clients.

Rich and his team have purchased over 1900 properties for their clients. As Australia’s leading Buyers' Agent, Rich has won 25 major awards including the prestigious National Telstra Business award in 2007 and also named the winner "Best Buyers' Agent in Australia" by the Real Estate Institute of Australia (REIA).

Ken Raiss, Managing Director of Chan & Naylor
Having been a commercial accountant for over 28 years with major international assignments Ken Raiss moved into professional accounting in 2004 when he joined Chan & Naylor as a Partner – now Managing Director, he assisted in its major expansion to becoming Australia’s Fastest Growing and Top 100 Accounting Firm (BRW 2007, 2008, 2013) specialising in financial services for property investors and business entrepreneurs. 

Ken is passionate about property investing and small business. He maintains an avid interest in property, controlling a sizeable property portfolio and extremely proactive when it comes to increasing and protecting his client’s wealth. Mr. Raiss is a regular speaker and presenter on property accounting, tax, estate planning, asset protection and SMSF and is a regular contributor of articles and subject matter to TV, magazines, newspapers and is often presenting and commenting on various radio stations.

Doug Daniell, Director of Chan & Naylor Finance
Doug Daniell is a mortgage broker and licenced real estate agent with over 20 years’ experience in the property and finance sector. Over that period Doug has arranged over $1bn in home loans to fulfil home buyers’ and investors’ real estate financing requirements. Many of his clients have then benefited from his experience and knowledge to progress from saving for their first home to owning several investment properties. Doug gets great satisfaction from seeing somebody pay off their home loan and then helping them to progress from first a home buyer to becoming a sophisticated investor with multiple investment properties.