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SMSF Workshop - Death Benefits post Super Reform

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15th May 2018

Friday 1st June 2018

"The Willow Room", WACA Nelson Crescent, East Perth 

The Topic

SMSF Death Benefits post Super Reform -

The way that members of Self Managed Super Funds access their retirement savings can have a significant impact on estate planning outcomes. With new limits imposed on balances that can be held in pension phase, these fund members may now need to consider different approaches when withdrawing benefits from either their pension or accumulation accounts. 
The SMSF regulator has also provided further guidance on death benefits that are paid from an SMSF and their expectations moving forward differ from past industry practice. Knowing what will be expected is essential.
In this session we will cover:

  • Structuring member benefits to get the best outcomes for clients
  • How the transfer balance cap limitations can be managed
  • What is required to comply with the SIS cashing requirements for death benefits
  • Why SMSF documentation is so important

Delivered by Garth McNally -

Garth is the National Training and Education Director for the Merit Wealth group. He has over 20 years practical experience in superannuation and leads the superannuation technical support for Hayes Knight, Merit Wealth, GPS and the Knowledge Shop membership. 
Garth spends his working life advising, assisting and training Accountants and Financial Advisors on Self Managed Super Funds and Superannuation in general. 
He is a regular writer and speaker on superannuation issues and strategies for the professional Accounting bodies, Knowledge Shop and various AFSLs. 
The Details -

PantherCorp is holding this professional development workshop at "The Willow Room" located at the WACA, Nelson Crescent, East Perth on Friday 1st June 2018. 

There are two sessions to choose from with tea, coffee and biscuits provided (the content is the same in both sessions)

Session One from 9.30am - 11.30am


Session Two from 12.30pm - 2.30pm

Please register by 25th May 2018 (numbers are strictly limited) with your session preference to shayne@panthercorp.com.au The attendance cost of $100 + GST will be invoiced to you once your registration is processed. We will confirm your placement, session time and directions to the venue prior to the event. 

Claim this workshop as formal qualifying CPD hours.