Self-Managed Superannuation Funds ( Dec 2021)
Start time 6 Dec 2021 9:00am (Australia - Melbourne)
End time 6 Dec 2021 3:30pm (Australia - Melbourne)
Location Live Stream Only
Speaker Allan Swan - Barrister, Victorian Bar
Catering -
Designed for Legal Practitioners
Product Code W21055
CPD Points:

Substantive Law: 6.0
$620.00
(includes GST)

Self-Managed Superannuation Funds ( Dec 2021)

6.0
6 Dec 2021 9:00am - 6 Dec 2021 3:30pm (Australia - Melbourne)
Live Stream Only

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'.