Calendar of Events

Go back to the Events home page  |   Get your event featured on AdviserVoice

Nov
21

SMSF Masterclass: Super Changes Reshape Succession Planning (Hobart)

Start
21 Nov 2017 1:00 pm
End
21 Nov 2017 4:00 pm
Cost
$440/$575
Venue
10 Gladstone Street
Address
Battery Point, Hobart TAS, Australia, 7004

From 1 July 2017, the need for specialist advice is as important as ever, with the introduction of the transfer balance cap (TBC) impacting on the amount of death benefits that a beneficiary can receive as an income stream.

Clients who have already put plans in place to direct their superannuation where they want it to go on their death will have to redesign those plans. Advisers talking to clients about putting such plans in place will need to refresh their thinking around the relevant considerations to be addressed in the advice they provide.

Join Peter Hogan, the Head of Technical and Education in our November Masterclass.

The Masterclass workshop will provide you with specialised knowledge and skills to analyse your client’s information and provide solutions to their complex situations.

Get hands-on practice at determining the best course of action and subsequent outcomes for particular clients through the interactive discussion, activities and examples.

To ensure that you get the most out of the Masterclass, we will be providing:

  • A pre-course quiz to help us develop the Masterclass to suit your needs
  • A webinar which will acquaint you and fellow participants with the course format and content as well as introducing content to be covered that we will later build on.
  • A pre-course assignment which embeds the themes introduced in the webinar. It includes pre-reading material and a case study to analyse.
  • A 3-hour intensive face-to-face course where you will explore and discuss all aspects. For most of the course we will look at some strategies you can use to get the best outcomes for your clients, and tackle some tricky real-life situations which will get you thinking outside the box.

Knowledge areas:

  • Managing Investment
  • SMSF Administration
  • Taxation

Register for the event