VIC Bendigo Sub Chapter Event

Your state chapter is proud to be hosting a series of facilitated professional development events focused on SMSF case study analysis. SMSF practitioners will have the opportunity to apply their existing levels of experience and knowledge and engage in discussion with their peers in an active-learning environment. 

Aaron Dunn, Managing Director, The SMSF Academy, will facilitate this case study in which participants will review, consider and discuss the elements covering but not limited to:

–    Corporate trustee versus Individual trustee
–    Documentation requirements
–    Payment of death benefit/s. Who gets what and how? 
–    Tax considerations, planning considerations and more

Gain insights and perspectives from a cross section of SMSF professionals from different occupations. Develop your analytical, critical thinking and problem solving skills and bridge the gap between theory and practical! 

Suitable for Financial Planners, Lawyers, Auditors, Accountants

REGISTER NOW and avoid missing out on these sure to be popular sessions!