26/09/2008

SMSF WILLS AND ESTATE PLANNING (THURSDAY, 23 OCTOBER 2008)

If you need to understand this new strategy for estate planning and ensuring the tax effective transfer of assets between generations for your clients, don’t miss this important seminar.

Our expert panel will discuss the recently released ATO draft determination on binding death benefit nominations in SMSFs and:

Session 1: Life Pensions    The role of life pensions in blended families and protecting the interests of children of the first marriage

Session 2: Child Pensions    How to use child pensions to achieve estate planning goals – safeguard against depletion by restricting the rights of commutation

Session 3: The Great Debate    Are SMSF Wills more effective than testamentary trusts?   Our experts will present their views for and against, and then moderator Tony Negline will open the floor for a Q&A session as to which is better for your clients.  Chatham House rules will apply.

Date:     Thursday  23 October 2008

Time:     8.30am to 12.30pm

Venue:   The Bowlers Club, Level 2 York Conference and Function Centre, 95 – 99 York Street, Sydney

Cost:      $198 (incl. GST)

Parking:  Entrance to Bowlers Club Car Park is at 168 Clarence Street (directly behind the Club)

Forums are generally fully subscribed, so early booking is recommended.  We look forward to seeing you.

For further information or for a copy of the invitation, please contact Louise at (02) 8296 6222 or email louise@townsendslaw.com.au