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Dear Wealth Creator,
You are formally invited to our
“Wealth
Protection, Estate Planning & Business Structuring Seminar” presented
by solicitor, Barton
Smith. In association with Bono & Associates, and Martin Financial Services
Barton Smith has provided crucial legal strategies, business and investment structures to Financial Planners, Accountants and their clients throughout Australia.
“He is a solicitor with an exceptional understanding of equity protection, estate planning and business structuring who has presented seminars on these topics at Bell Partners to a variety of clients. I have successfully utilised his deeds and wealth protection strategies in a range of different situations both for my clients and other financial advisors.”
Anthony Bell, Chief Executive Officer
Bell Partners – Accountants Advisors Auditors, Sydney
Anthony Bell is the owner of Bell Partners which is a highly successful accountancy firm, having recently won the award for the Most Productive Accounting Firm from influential BRW magazine now for a 4th consecutive year, a feat never before accomplished. Bell has also been noted in the Top 10 Fastest Growing Accounting Firms for the same period.
“Barton Smith’s cutting edge knowledge of trust law has provided our accountancy firm and clients with essential legal advice. He continues to keep us abreast of and provide practical solutions to the latest developments in Superannuation, the taxation of trusts and asset protection.”
Adrian Hill, Accountant – Partner, Superior Tax solutions, Melbourne
Recently Barton was invited to present an Asset Protection Seminar for the Financial Planners Association of Australia, this is what the FPA had to say about his highly informative seminar:-
“The FPA would like to thank Barton Smith for his presentation. The members who attended found the presentation valuable and were very appreciative of the knowledge they gained.”
Di Bungey, NSW/ACT Member Liaison Officer, Financial Planners Association of Australia
Our Wealth Protection, Estate Planning and Business Structuring Seminars are FPA accredited.
It is a pleasure to offer you a chance to attend this seminar, Barton’s insightful legal Seminar on areas crucial to your financial health.
It is Barton’s intention to address the most recent changes in legislation and ATO rulings relevant to Estate Planning, Asset Protection, Company and Trust law – changes and core strategies’ that every industry professional, Business Owner, Serious Investor and anybody with a net worth of $100,000.00 and upwards must be aware of in order to protect and maximize their assets whilst also engineering minimum tax liability.
Did you know that Australia is the 2nd most Litigious nation in the world – on a per capita basis after the USA – and we continue to trend with the ‘sue happy’ American way? As a result yours and your clients’ Professional Indemnity premiums have been sky-rocketing!
Did you know that due to recent ATO rulings most Hybrid Trust deeds may no-longer claim Negative Gearing benefits?
Do you know the legal implications of ‘Carey’s’ and ‘Cummins’ cases on Trust law?
Do you know the ‘Double Mortgage Method’ for protecting Principle Place of Residence and investment properties without incurring heavy transfer duties or losing Land Tax exemptions?
Or that the ATO can substantially penalise your clients’ Self Managed Super Funds for non compliance under the new ‘Simple Super’ system?
To get informed on these and many other core Wealth Protection, Estate Planning & Business Structuring strategies you must attend Bono & Associates, Martin Financial Services and senior solicitor Barton Smith’s FPA accredited Seminar.
The seminar runs for approx. 1½ hours and is being held on Tuesday the 30th of October 2007 at 6.45pm at the Liverpool Catholic Club – Function room 5.
To attend Please complete the ATTENDEE FORM & PAYMENT AUTHORITY attached including the specially discounted FPA members price of $38.00 (incl. GST) – and FAX it back to Bono & Associates on - 02 87839144 or call Frank Bono on 02 96075820 for further details.
We look forward to providing you with the most up-to-the-minute Asset Protection and Estate Planning information - please do not hesitate to contact us if you have any queries or comments.
Kind regards,
Frank Bono
Frank Bono – Asset Protection & Mortgage Consultant
APS ID No – 099577
MFAA Member
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