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102697
Recorded Webinars

CANCELLED WEBINAR WBCAPR24

Date/Time

Presented By

Mailene Wheeler
Director, Vincents Brisbane, Qld

Mailene is a Director in Superannuation Advisory and specialises in all aspects of Self-Managed Superannuation Funds (SMSFs).

Her expertise includes taxation and administration of SMSFs, retirement planning, estate and succession planning, contribution strategies, limited recourse borrowing arrangements and reviewing investment structures to ensure legislative compliance.

As a superannuation specialist, Mailene focuses her expertise into empowering people to take control of their super. She does this by working closely with not only her clients, but also their tax and/or financial advisers. Mailene not only works for her clients but educates them to be more involved in their own superannuation story. She takes the approach that there is never a dumb question when it comes to your super.

Mailene joined Vincents in 2017 as the Manager of Superannuation Advisory and was appointed as Associate Director of the team in 2019 and Director in 2020. She has twenty years’ experience working in taxation and superannuation for several accounting firms around the country.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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