Event details

 
When
August 11, 2021 to August 31, 2021
AEST
Lunch: 12.00pm
Start: 12.30pm
Finish: 1.00pm
Location Brisbane
Mackay
Rockhampton
Toowoomba
Sunshine Coast
Townsville
Cairns
Gold Coast 
Contact T - +61 7 3231 2400 events@cgw.com.au

Register now

Estate planning always presents many issues for us as we help our clients, and where there is money in superannuation it is more complex again (especially where an SMSF is involved). The changes to the SMSF rules keep upping the stakes, and estate planning more than a few years old should be reviewed.

This session will use case studies to look at the intersection of estate planning and SMSFs, including:

  • current issues – conflicts, proper process and death benefit payments
  • the impact of six member SMSFs
  • the importance of trustee discretion in making death benefit payments in the right circumstances
  • to removing discretion – when and what are the options
  • the effect of transfer balance caps.

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

We hope you can join us.

LOCATIONS

Mackay – 11 August – 12 pm – 2 pm – Rydges Mackay Suites
Cairns – 18 August – 12 pm – 2 pm – Pullman Cairns International
Townsville – 19 August – 12 pm – 2 pm – Rydges Southbank Townsville
Sunshine Coast – 24 August – 12 pm – 2 pm – Twin Waters Golf Club
Toowoomba – 25 August – 12 pm – 2 pm – Gips Restaurant
Gold Coast – 26 August – 12 pm – 2 pm – Southport Golf Club
Rockhampton – 31 August – 12 pm – 2 pm – Empire Apartment Hotel
Brisbane lunch – 6 September – 12 pm – 2 pm – Cooper Grace Ward
Brisbane evening – 7 September – 4.30 pm – 6.30 pm – Cooper Grace Ward



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