Whether you are new to investing, planning your retirement, or looking to help set your family up for the future, our Private Wealth experts can help. Join our complimentary Private Wealth webinar series to learn more about a range of issues that can impact your wealth, at every stage of life.
Whether you are new to investing, planning your retirement, or looking to help set your family up for the future, our Private Wealth experts can help.
Join our complimentary Private Wealth webinar series to learn more about a range of issues that can impact your wealth, at every stage of life.
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29 March 2023 1.00pm – 2.00pm. |
Are you ready for retirement?As we’re living longer and the cost of living continues to rise, ever rising inflation and a complex superannuation environment have put increasing pressure on retirees. In this webinar, BDO Financial Advisers, Kelly Kennedy and Mark Wilkinson, will look at:
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31 May 2023 1.00pm – 2.00pm. |
DiversificationInvesting is an effective way to get your money working for you, to build and protect your wealth rather than sitting stagnant. Many Australians invest in two key asset types – term deposits and Australian shares. Term deposits provide income and security, but with no capital growth. With the Australian market making up only 1.7% of global equity markets, there is a world of opportunity for Australians to invest in other areas. As the old saying goes, don’t put all your eggs in one basket. Diversification is the concept of spreading investments to help reduce the risk and provide more stable returns for your portfolio in the long run. In this webinar, BDO Financial Adviser Kelly Kennedy and BDO Wealth Adviser Oliver Straker will look at:
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26 July 2023 1.00pm – 2.00pm. |
Helping your children get into the property marketWhile interest rates are on the rise, a property supply shortage is ensuring that prices are increasing and many first home buyers continue to be priced out of the market, missing their chance to get on the property ladder. Many of our clients express a desire to provide their children with financial assistance to help them enter the property market. In this webinar, BDO Financial Adviser, Kelly Kennedy, and BDO Wealth Adviser, Shaun Haden, will look at:
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27 September 2023 1.00pm – 2.00pm. |
Superannuation – Understanding the basicsWhen it comes to superannuation, do you ever wonder “where do I even start?” Managing your superannuation attentively during your working life can make a big difference to the balance by the time you reach retirement. With all the complexity and ever-changing rules, many Australians don’t pay enough attention to their super or put it in the ‘too hard’ basket to worry about later. In this webinar, BDO Financial Advisers, Kelly Kennedy and Michael Ryan, will help to demystify superannuation and give you some tools help you feel more confident in managing your super. This session will cover:
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29 November 2023 1.00pm – 2.00pm. |
Transferring property to familyWith property prices ever increasing it's no surprise that homeownership rates for younger people are falling. It’s common for people to want to help their family members enter the property market, especially their adult children. One of the ways to do this is by transferring a property that you already own to the family member or friend, either as a gift or by selling it to them at a discounted price. In this webinar, BDO experts, Kelly Kennedy and Bill Matley, will discuss the methods of gifting and selling property, as well as some benefits and drawbacks that should be considered before proceeding. If the time does not suit your schedule, register to view the recording at the conclusion of the webinar. |
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7 February 2024 1.00pm – 2.00pm. |
Topic TBC |