10 years for Troy!

July saw many milestones for the Premier Family. Troy celebrated 10 years working in the financial planning industry, Rob celebrated a birthday and Katie started studying towards a Bachelor of Business. A special mention to Rob’s dad and Troy’s pop, Peter Morris who celebrated his 90th birthday towards the end of July!

Yesterday, Rob, Troy & Katie attended a luncheon hosted by Perpetual in Shepparton. They were treated to five key note speakers addressing the hot topics within the financial world currently including:

  • Self Managed Super Fund accessibility and purpose
  • Economic and interest rate cycle of recent years
  • The purpose and strategies behind shorting stocks
  • Trends contributing to the rise of Private Equity markets
  • Opportunities within the Global Fixed Interest markets.

The luncheon was a great opportunity for Rob & Troy to network amongst fellow professionals, and hold purposeful discussions around the ever changing financial world.

Happy birthday to Troy for tomorrow (Saturday), last one before a special milestone next year…

Friendly reminder, if you made a personal concessional contribution to your super before the end of financial year, get in contact with Rob or Troy to ensure you submit a Notice of Intent to claim a deduction.

 

Morris Family celebrating Pete’s 90th.

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