Super Morning 2018 | Perth Agenda
If you are seeking a competitive advantage to help your accounting practice thrive, this event is for you. In the face of increased delivery costs, constant regulatory changes and changing client expectations, we will ask the question:
SMSFs – Obligation or Opportunity?
| 7.30am |
Registrations open |
|
| 7.50am | Opening address | Patrick Barry Head of Wealth Partners Wealth Group |
| 8.00am | Super Wars | Episode IV – There’s Still Hope Integrating Superannuation into Estate Planning In the context of an ever-changing galaxy, this episode will look at potential strategies for dealing with superannuation as part of an estate plan to bring hope to clients, covering superannuation death benefits, testamentary trusts and superannuation proceeds trusts. |
Sophie Cohen Head of Partners Legal Partners Wealth Group |
| 8.25am | SMSFs in 2018 | what’s changed? Legislative & technical update Gain confidence in your understanding of the latest changes, and prepare for how it will impact your business and your clients. |
John Lethbridge SMSF Specialist Advisor Partners Wealth Group |
| 9.05am | Super Wars | Episode V – The Members Strike Back Integrating Superannuation into Estate Planning How can clients strike back to ensure they maintain control over payment of their superannuation on death? This episode will explore: Control issues within an SMSF, and the use of reversionary pensions, death benefit nominations, and superannuation wills. |
Sophie Cohen Head of Partners Legal Partners Wealth Group |
| 9.30am | Spotlight on SMSFs Case studies focusing on death, pensions and contributions In this session, we will go through in-depth case studies focusing on death, pensions and contributions. |
John Lethbridge SMSF Specialist Advisor Partners Wealth Group |
| 10.00am | Closing remarks | Patrick Barry Head of Wealth Partners Wealth Group |
Event details
Date Tuesday 9 October
Time 7.30am for a 7.50am start - 10.00am conclusion
Price $80
CPD points attendees will be eligible to receive 2 SMSF Association CPD points