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The Hidden Traps of the 1 July 2017 super reform changes (Melbourne)

17 Apr 2018 9:30 am
17 Apr 2018 12:30 pm
Charter Hall
Level 12, 570 Bourke Street, Melbourne, VIC, Australia, 3000

From 1 July 2017 the new super reforms impact many aspects of an SMSF. Make sure you don’t fall down the rabbit hole!

Join Peter Hogan the Head of Education and Technical of the SMSF Association. Through this workshop, let Peter assist you in navigating the latest changes, identifying any potential issues and applying appropriate strategies for your clients.

Our intensive workshop will discuss in detail:

  • Change in death benefits
  • Draw down strategies to maximise pension accounts in TBC regime
  • Member directed investment choice in the context of the TBC
  • Investment strategies to support member directed investments
  • How to account for insurance proceeds and the latest on TBC implications

The workshop context provides:

  • In depth investigation into the practical details
  • Participation in strategies through highly engaging group discussion
  • Small groups to optimise professional development
  • Dynamic Q&A forums
  • Valuable workshop resources

At completion you will be able to:

  • Apply knowledge to ensure client compliance both individually and as trustees of their SMSF
  • Understand what you need to do as an advisor to assist your clients
  • Know how to implement appropriate strategies for your clients

Register for the event.