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Special SMSF Topics 2019 - BDBN's & Reversionary Pensions, Theory & Case Study


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.

  • Theory 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

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

    • Explain use cases for reversionary pensions
    • Identify and explain the interaction of reversionary pensions and BDBNs
    • Identify key issues and updates on BDBN case law
    • Identify and explain the scope of BDBNs and what they can achieve
    • Explain the interaction between reversionary pensions and BDBNs as part of a wider estate plan.

    Benefits


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


    This is 2 recorded webinars; one session for Theory and one session for Case Study. Each session is worth 1.5 CPD hours, and together provide you with 3 CPD hours.

    EVENT DETAILS


    Topic: Financial Advisory and Superannuation

    Sub-Topic: Self-Managed Superannuation Funds, Superannuation

    Format: Recorded Webinar

    Proficiency Level: Foundation, Intermediate, Advanced

    CPD: 3 hours