• September 2019

  • Tuesday, 17 September 2019
    17 Sep 2019 9:00am - 17 Sep 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    An overview of SMSF constraints and related issues. This program is designed to provide a thorough overview of the essentials. The program includes:

    • Restraints on provision of advice regarding SMSFs
    • New SMSF deeds – key attributes
    • Existing SMSF deeds – review issues
    • Control issues & options
    • SMSFs and non-residents
    • Contributions
    • Investment strategies
    • Leases of business real property
    • Funding & security alternatives
    • Instalment warrants – features
    • Fixed unit trusts
    • Documenting investment strategies – investment phase
    • Segregation v non-segregation – investment phase
    • Managing SMSF breaches
    • Use of investment & other reserves
    • Contingency planning for SMSFs
    • Insurance policies
    • Transitional issues
    • Transferring wealth to superannuation at or near retirement
    • Overview – retirement benefits
    • Transition to retirement income streams
    • Income streams commenced at or post retirement
    • Advice regarding superannuation and insurance
    • Asset protection – bankruptcy clawback powers
    • Payment of superannuation death benefits – options
    • Death benefit options
    • Life insurance & superannuation
    • Generating excepted income for minor dependants
    • Control issues – externally managed funds
    • Control issues – SMSFs
    • Second generation SMSFs
    • Forward planning strategies

    Presented by: Allan Swan, Director - Estate Planning EQUATION – Preventative Law

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • October 2019

  • Friday, 25 October 2019
    25 Oct 2019 9:00am - 25 Oct 2019 4:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    Early bird price available until Friday 27 September: $695 (incl. GST)

    Full Price: $750 (incl. GST)

    Case Update and Litigation Trends 

    This session will cover significant recent cases covering issues including:

    • TPD Claims;
    • Income Protection Claims;
    • Death Benefit Claims;
    • Notional Estate Claims;
    • Class actions.

    Presented by: Hayriye Uluca, Senior Associate, Maurice Blackburn Lawyers

    New Developments in Superannuation Law 

    • This session will examine the impact of changes brought in by the Federal Government Protecting Your Super Package Act on 1 July 2019;
    • Treasury Laws Amendment (2018 Superannuation Measure No 1) Bill 2018 - Proposed Superannuation Guarantee Amnesty;
    • ASIC Update - Lifting Standards and Transparency of Complaints Handling;
    • ATO Update - Superannuation and Leave Loading.

    APRA Update 

    • Prudential Standard 234 Information Security in force 1 July 2019 - Implementing the ‘New Standard’;
    • Update on IOOF v APRA.

    Advertising, Forecasting, Disclosure, Inducements 

    Crossing the line into Misleading and Deceptive Conduct. This session will address the risks and consequences when Funds cross the line.

    Hot Topics - Hear from a Panel! 

    • Elder and Family Financial Abuse - Use of Instruments including Powers of Attorney and unauthorised access to superannuation funds;
    • Conflict of Duty - Acting in the best interests of members and stakeholders;
    • Trustee Duties and Discretions / Reasons;
    • Productivity Commission Inquiry Report -Superannuation: Assessing Efficiency and Competitiveness.

    Presented by: Paul Faure, Partner, Holding Redlich

    Trustee Responsibilities and Overpayments 

    This session will discuss:

    • Recovery of overpayments on claims;
    • Can professional indemnity insurance apply;
    • Settlement of claims;
    • Defences to claims.

     

    6.0
    $695.00
    Early Bird Price Available - Expires 27 September2019!