The SMSF Succession Planning Day provides a face-to-face practical, step-by-step guide on how to ensure that a member’s SMSF benefits are appropriately dealt with upon their incapacity or death.
It is designed for financial planners, accountants, auditors, SMSF administrators and lawyers who want a comprehensive guide to SMSFs and succession planning.
In particular, attendees will gain a detailed understanding of:
-
the practical steps that should be taken to ensure appropriate succession planning
-
the relevant taxation issues and the hot strategies
-
the key planning tips and traps
Topics
The topics will be presented as a step-by-step guide, with practical case studies to illustrate their real-life application.
The topics aim to foster the following skills in attendees:
-
How to prepare binding death benefit nominations (and for non-lawyers: how far you can assist without ‘engaging in legal practice’)
-
What you should check that your client’s lawyer has inserted into your client’s will regarding superannuation (or, for lawyers: what you should insert into your client’s will)
-
How to ensure that the correct people control an SMSF upon loss of capacity and upon death
-
Reversionary pension nominations: when they are needed and how to implement them
-
What documentation is needed to quickly withdraw benefits
-
Managing conflicts, particularly regarding second spouses, trustees and executors/legal personal representatives
-
How to build an SMSF-appropriate enduring power of attorney
-
And much more!
Registration: 9:15 – 9:30am
Seminar: 9:30am – 4:30pm (including 15 mins for morning tea, 45 mins for lunch and 15 mins for afternoon tea)
Morning tea, afternoon and a light lunch provided
|
Number of Attendees
|
SMSF Succession Planning Day
|
|
|
Price per attendee
|
|
1 - 4
|
$550
|
|
5 +
|
$495
|
Presenter
