Seminars / Forums
Bacon, Super & Eggs Seminar & Webinar
Tuesday, 29 August 2017
7.30am (sharp) to 9.00am (sharp)
Venue: State Room, Hilton Hotel, Level 2, 488 George Street
Sydney NSW 2000
DOWNSIZER CONTRIBUTIONS – IN SUPER OR IN TRUST? | Michael Hallinan – Townsends Lawyers
Downsizer contributions will soon be with us. Draft legislation to implement the budget proposal to permit over 65’s to contribute up to $300,000 towards their super has now been released. The big issues are whether your clients are eligible to make downsizer contributions and, if eligible, whether they should make downsizer contributions. Should downsizer contributions be made to a trust? By means of a number of different scenarios the eligibility for and desirability of downsizer contributions will be considered and illustrated.
HOW TO CORRECTLY UPDATE A FAMILY TRUST DEED | Brian Hor – Townsends Lawyers
Family trusts are important for business, estate planning and increasingly retirement planning as the government continues to limit contributions to super. As with SMSF’s, family trusts need to be regularly updated for changes in the laws. But whereas updating a SMSF deed is often a simple matter of replacing it with a “brand new” deed, to amend a family trust involves specific tailored amendments. Brian Hor explores the rules for amending trust deeds, the methods of updating family trusts, including whether you can update them the same way as updating a SMSF, and how to get it right every time.
THE $200K MINIMUM – THE END OF CIVILISATION AS WE KNOW IT | Peter Townsend – Townsends Lawyers
ASIC has stated that starting a SMSF with less than $200,000 is unlikely to be in the client’s best interest.
Effectively the regulator is saying that clients cannot look after their own superannuation and must pay a third party to do so, at material detriment to their ultimate super account balance. Since when is government the best arbiter of an individual’s financial decision-making? The intrusion of government into our individual liberty to invest as we decide is the end of civilisation as we know it. Peter Townsend will get on his soapbox to protest this paternalistic attitude and discuss how to get around it.
Per: attendee $88, 2 attendees $160, additional attendees is $66
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Webinar Recording Cost
Per: person $33
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Please note: seminar topics and dates may occasionally vary from published information.
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