Super Morning 2018 | Sydney 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 Laurence Poulter
NSW Practice Manager
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 Laurence Poulter
NSW Practice Manager
Partners Wealth Group

 

Event details

Date Tuesday 23 October

Time 7.30am for a 7.50am start - 10.00am conclusion

Early bird price $65 (from 24 September full price is $80)

CPD points attendees will be eligible to receive 2 SMSF Association CPD points

Secure your tickets today!