Weekly SMSF Video Series for Accountants and Financial Advisers

Learn how to tackle tricky enquiries and help your clients.

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Our weekly technical videos are created for accountants to assist their clients with self-managed super matters.

The information we share here is NOT available to the general public.

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Advisers Digest #77

In this video:

[What To Do With LRBA Documentation When The SMSF Trustee Changes] 

This question is regarding a related party loan for an LRBA. The trustee of the superfund's details changed after they executed the bare trust and before they settled on the contract. What sort of implications does this have?

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2nd video: [How To Vest A Trust When You Don’t Have The Deed] 

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Live, In-Person Workshop On Death Benefits

As you know, I receive many videos sent to me by accountants. Many of which have recently been pertaining to death benefit payments.

Which is why I will be holding a 3 hour, in person workshop on Death Benefits.

When & Where?
9AM - 12:30 PM, 27th September 2019 (hosted in our office in the Sydney CBD)

What's Covered?

? The laws surrounding payment of death benefits
? Summary of relevant court cases
? Death benefit nominations
? Insurance issues 
?Taxation of death benefits
?Tax planning for death benefits 
? Case studies & strategies that you can apply to help save your clients hundreds of thousands of dollars.

It will be an intimate setting, it won’t be any old university lecture. 

Ask questions, spark discussions, share all your thoughts pertaining to death benefits during the session.