SMSFs - Tracking from Age 50 to Age 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


Presented by: Allan Swan

Recorded on Tuesday, 18 September 2018

CPD hours: 1.5

 
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+

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