Self-Managed Superannuation Funds (Dec 2020)
Start time 8 Dec 2020 9:00am (Australia - Melbourne)
End time 8 Dec 2020 4:00pm (Australia - Melbourne)
Location Live Stream Only
Speaker Allan Swan Estate Planning Equation – Preventative Law
Catering -
Designed for Legal practitioners
Product Code W20008
CPD Units:

Substantive Law: 6.0
(includes GST)

Self-Managed Superannuation Funds (Dec 2020)

8 Dec 2020 9:00am - 8 Dec 2020 4:00pm (Australia - Melbourne)
Live Stream Only

Super Sale Week Price 20% off: $476.00 (incl GST) – ends 7 December

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, 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'.

In light of the recent COVID-19 updates and associated restrictions; Leo Cussen Centre for Law considers that it is in the best interests of all stakeholders for all upcoming Workshops to be held remotely. 

What this means:

  • Workshops will be held on the same date, at the same time as originally scheduled, in an online live-stream format for the foreseeable future;
  • Leo Cussen has successfully hosted workshops, seminars and conferences remotely including interactive sessions and we hope you enjoy attending the program from the convenience of your own environment.