SMSFs - Tracking from Age 50 to Age 80

SMSFs - Tracking from Age 50 to Age 80
This webinar tracks the operation of an Australian SMSF from when its members are 50 years of age or less to when its members are 80+

SMSFs are a mixture of advantages, opportunity, restrictions & pitfalls.  This webinar tracks the operation of an Australian SMSF from when its members are 50 years of age or less to when its members are 80+.  In doing so, it highlights how an individual might get the most benefit from their SMSF.

Scene 1 – Age 50

·       Membership, contribution limits & investment options

·       Business real property v other real estate

·       Funding limited recourse borrowing, eg Division 7A loans

Scene 2 – Ages 60-65

·       Commencing tax-free pensions

·       Transfer balance caps & ongoing accumulation accounts

·       Family law – splitting & flagging member accounts

Scene 3 – Age 74

·       Non-concessional v small business concession contributions

·       Non-lapsing binding death benefit nominations

·       Cascading binding death benefit nominations

Scene 4 – Age 80+

·       Planning for SMSF to continue as 2nd generation fund

·       Pre-empting challenges to death benefit payments

·       Utilising transfer balance accounts

CPD hours: 1.5
Price: $129 for member, $155 for non-member
Certification is provided upon completion


 

Presented by: Allan Swan

           

            
Allan Swan works with private clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Preventative Law. Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies and is also a director of the Law Institute of Victoria. Allan has 3 specialist accreditations, namely as a Chartered Tax Advisor, Trust and Estate Practitioner, and an Accredited SMSF Specialist TM. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.
When
18/09/2018 11:00 AM - 18/09/2018 12:30 PM
Where
online, Australia

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