ARGYLE SYDNEY TAX FORUM
NOTICE OF MEETING
       
Date: Tuesday 10 February 2009  
    (please note 2nd Tuesday this month!)  
Time: 5:30 pm for 5.45 pm - 7.00 pm finish  
Venue: Lindsay Room, Argyle Lawyer Pty Ltd  
    Level 22, 1 Market Street, Sydney 2000  
    Refreshments will be provided  
     
Technical
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detailed brief of latest in tax State and Federal
 
Update
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recent & relevant legislative amendments, rulings and cases
 
 
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review of recent issues in financial planning for clients and practitioners
 
 
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strategic awareness of current developments and thinking in tax matters
 
Speaker Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd  
 
TOPIC
Annus Horribilis 2008!
 
 
Annus Mirabiliss 2009!
 
     
Speaker Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd  
 
  Who can't forget 2008 but want to!  
 

It is pathetic for newspapers to report billions of losses in retirement and investment savings; such fantastic numbers disguise the real loss suffered by individuals and their (often devastated)families. What can be done about this? In this session we will explore the real world impact of 2008 and what can or should be done, including...

 
 
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We know clients can claim capital losses, but aren't these useless if there are no funds with which to make future capital gains?

 
 
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What record keeping is best to show what is needed?

 
 
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There is a simple financial planning strategy that must be the subject of all new year reviews. It is in the best interest of clients and will generate planner income!

 
 
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What opportunities exist, let's brain storm the future strategies for today.

 
 
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SMSF are about to explode, are you ready?

 
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      For more information contact Diane Wakim on (02) 8263 6600 or email dwakim@argylelawyers.com.au  
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