Event details

 
When
October 11, 2022 to November 08, 2022
AEST
Lunch: 12.00pm
Start: 12.30pm
Finish: 2.00pm

*Sydney location only:
Breakfast: 8.30am
Start: 9.00am
Finish: 10.30am
Location Rockhampton
Sydney
Brisbane
Mackay
Townsville
Cairns
Gold Coast
Toowoomba
Sunshine Coast
Contact T - +61 7 3231 2400 events@cgw.com.au
Cost Complimentary

Register now

Planning for death benefits in SMSFs has always had its complications, and the last 12 months have seen even more developments, including the court decisions in Hill v Zuda and Benz v Armstrong. In an increasingly litigious environment it has never been more important to be across the issues and working with clients to get everything properly in place.

In this workshop we will use case studies to discuss: 

  • The effect and consequences of the decisions in Hill v Zuda and Benz v Armstrong
  • the options for dealing with death benefits in SMSFs and when to use them (and when not to)
  • issues with reversionary pensions, and paying death benefit pensions without them
  • how to make sure death benefit planning is done properly
  • making sure incapacity does not derail a good death benefit plan
  • the importance of trust deeds.

As this is such a hot topic, we are running this session in multiple locations.

We hope you can join us.

LOCATIONS

Rockhampton – 11 October – 12.00 pm to 2.00 pm – Empire Apartment Hotel – 5 East Street, Rockhampton

Sydney – 12 October – 8.20 am – 10.30 am – The Grace Sydney – 77 York Street, Sydney, NSW, 2000

Brisbane – 13 October – 12.00 pm to 2.00 pm – Cooper Grace Ward, Level 21, 400 George Street, Brisbane

Mackay – 18 October – 12.00 pm to 2.00 pm – Rydges Mackay Suites – 9 Gregory Street, Mackay

Townsville – 19 October – 12.00 pm to 2.00 pm – Rydges Southbank Townsville – 23 Palmer Street, Townsville

Cairns – 20 October – 12.00 pm to 2.00 pm – Pullman Cairns International – 17 Abbott Street, Cairns

Gold Coast – 25 October – 12.00 pm to 2.00 pm – Southport Golf Club – Slatyer Avenue, Southport

Toowoomba – 1 November – 12.00 pm to 2.00 pm – 120 Russell Street, Toowoomba

Sunshine Coast – 8 November – 12.00 pm to 2.00 pm – Twin Waters Golf Club – 151 Ocean Drive, Twin Waters


Print