A Guide to the Australian Retirement System and SMSFs

During our event, Rick will cover:

1. The Australian Retirement System and What is a Self-Managed Super Fund (SMSF)
2. SMSFs vs. Public Funds: Key Differences (Pros and Cons)
3. Who Can Choose an SMSF?
4. Setting Up an SMSF: What You Need
5. The Accountant's Role in Managing SMSFs
6. Compliance and Restrictions of SMSFs
7. A Simple Retirement Plan Using an SMSF

Attending the session in person will give you the opportunity to engage directly with the speaker, allowing you to raise questions, share insights, and delve deeper understanding into the intricacies of SMSFs. A Webex link will be available to those who are unable to attend in person.

Rick Sun is a highly accomplished financial expert with a dual master's degree in Accounting and Finance from the University of Sydney.

With over a decade of experience as a Certified Public Accountant (CPA) and registered tax agent, Rick founded Real Solution Partners Pty Ltd, a firm specializing in top-tier accounting and business advisory services.

Rick's expertise spans vital areas such as business structuring, strategic tax planning, precise financial governance, and the integration of advanced information technology.

His diverse experience extends across industries like hospitality, construction, retail, and international trade.

Rick's commitment to excellence, paired with his extensive background and forward-thinking approach, positions him as a catalyst for financial success and growth.

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