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Issues covered include: contributions, property, investments, death benefits, insurance
The impact of recent superannuation reforms are still rippling through the area. Ensure you’re up to date on the cutting edge strategies that your clients will demand regarding contributions, property and investments, death benefits and insurance. With so many changes in recent times it’s frighteningly easy for your strategies to become outdated, so make sure you’re investing your time wisely into staying at the forefront of a successful SMSF practice.
Attend and earn 4 CPD units in Substantive Law
This seminar was recorded in NSW on 26 March 2019
Chair: Lisa To, Partner, Bartier Perry Lawyers
9:00am to 9:05am Opening Comments by the Chair
9.00am to 10.00am: Death Benefits and Binding Death Benefit Nominations
Presented by Denis Barlin, Barrister, 13 Wentworth Selborne Chambers; Leading Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2018
10.00am to 11.00am: Insurance and SMSFs: Ensuring Insuring is Done Right
Presented by Adrian Coombes, Barrister, Second Floor Wentworth Chambers
11.00am to 11.15am Morning Tea
11.15am to 12.15pm: Property and Investments within SMSFs
Presented by Simon Robinson, Financial Adviser, RSM Financial Services Australia
12.15pm to 1.15pm: Contribution Strategies in the New World of Superannuation
The super reforms have resulted in constraints on contributions and the amount of concessional taxed benefits.
Presented by Louise Meijer, Partner - Private Business & Family Advisory, Pitcher Partners