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Lifecyle of a SMSF

Published on 28 Jul 2011 | Took place at InterContinental Adelaide, Adelaide, SA

Are you able to assist your clients with planning for the recent announcements and impending changes in legislation for SMSFs? Do you know what to do if one of the members dies? Do you know what the impact of a reversionary pension or a binding death benefit nomination has? If the answer is no the this event was designed for you.

This event used a case study to practically examine these issues and a number of others faced by members and trustees throughout the lifecyle of their SMSF.

Get a 20% discount when you buy all the items from this event.

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Individual sessions

Part 1 - Accumulation

Author(s):  Daniel JENKINSON

This paper covers:

  • facts
  • issues
  • compliance issues - Assets
  • compliance issues - Contributions
  • contribution planning
  • insurance in super.
Materials from this session:

Part 2 - Pension phase

Author(s):  Peter CRUMP

This paper covers:

  • starting and maintaining pensions
  • the end of the pension
  • reprise.
Materials from this session: