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Special SMSF Topics 2018: Session 4 Case Study - Death In The New Super Landscape


Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

Content Discription

Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

For every special topic, we offer a technical session and a case study session.

  • Technical sessions offer learners an in-depth theoretical understanding of the topic and its key principles.
  • Case study sessions use realistic client scenarios to demonstrate the practical application of the topic’s key principles.

  • Session Information

    Presenter: Bruce Thomas


    After completion of this topic, successful participants should be able to:

    • Name the various terms relevant to the topic of death and SMSFs, including (but not limited to) SIS dependent, tax dependent, BDBNs, reversionary pensions, blended families
    • Explain the new issues arising in respect of SMSFs and death in the new super landscape (the suite of changes to the ITAA 1997 and SIS Act and Regulations taking effect from 1 July 2017 and 1 July 2018)
    • Translate the knowledge and significance of the key terms and new issues to their SMSF client base.

    Benefits


    Keep up-to-date on the key issues and latest developments in the SMSF industry.

    Bruce Thomas has written and presented training on a wide variety of tax topics for tax training clients and for public sessions held by the Organisation. Bruce spent 17 years working for the ATO, including working as a senior officer dealing with GST technical issues in the implementation of GST.



    EVENT DETAILS


    Topic: Financial Advisory and Superannuation

    Sub-Topic: Self-Managed Superannuation Funds, Superannuation

    Format: Recorded Webinar

    Proficiency Level: Intermediate, Advanced

    CPD: 1.5 hours