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SMSFs and estate planning under the new super laws

How the new laws affect the payment of death benefits, How the transfer balance cap works for death benefits

 

Free Webinar

One of the most significant consequences of the transfer balance cap is the effect it has on the payment of death benefits. This will affect all couples who have a combined superannuation balance of $1.6 million or more. For couples with combined balances under $1.6 million nothing has changed.

Until the introduction of the transfer balance cap, for couples, super benefits could remain in super until the death of a survivor. Now, need to consider consequences and options

How the new laws affect the payment of death benefits and how the transfer balance cap works for death benefits. In this session, Phil will discuss

  • Dealing with liquidity events
  • Transition to retirement income streams
  • Market linked pensions
  • Child pensions
  • Death benefit planning

 

Webinar Details:

Date : 20 th November 2018

Time: 2:00 PM To 3:00 PM

How To Book: https://www.smsfaaa.com.au/Home/Webinar

CPD Hours : 1 Hour

Speaker: Phil Broderick - Principal Sladen Legal

 

 

CPD Requirement for SMSF Auditors

T    SMSF Auditors: SIS Regulations 9A.04

(1)  For paragraph 128F(a) of the Act, the requirements in this regulation form the continuing professional development requirement.

             (2)  The approved SMSF auditor must undertake at least 120 hours of continuing professional development every 3 years.

             (3)  The development must: (a)  include 30 hours of development about superannuation at least 8 hours of which is development about auditing of self managed superannuation funds; and  (b) : be development that could reasonably be expected to enhance an approved SMSF auditor's technical skills or professional service delivery.

 


 

 

This Webinar is presented by SMSF Auditors Association of Australia Ltd

This webinar is organized by SMSF Auditors Association of Australia Ltd - a new body created to help SMSF Auditors to keep up their CPD hours. Membership to this association is $10 per month plus GST. Included in your membership is a free SMSF Auditors help line by focus members and Free 20 CPD hours by renowned SMSF experts.

 

 

 

 

 
 
 
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