EPOA’S and BDBN’s – should you and your clients take another look? – Central Coast

EPOA’S and BDBN’s – should you and your clients take another look?

Should you and your clients take another look at their EPOAs and BDBNs in light of a recent judgment by the Queensland Supreme Court?

Join Julie Hartley as she discusses the findings and implications of the Re Narumon Pty Ltd [2018] QSC 185 case.

Topics to be covered include:

• The facts around the case
• The findings of the Court
• The practical implications of the decision on your clients / practice / administration
• Issues to consider / discuss with your clients

Details

Date:
23 Oct 2018
5:30 pm AEDT - 7:30 pm AEDT
CPD Points:
2
Venue:
FMS Group
1/501 The Entrance Road
Long Jetty, NSW 2261

Speakers:

Julie Hartley SSA

Julie is an associate with Townsends Business & Corporate Lawyers specialising in trust and superannuation law. She is the team leader of the firm's Superannuation Online Services team which provides advice, documents and property transfer services to clients on all types of SMSF transactions and compliance issues. She is an accredited superannuation specialist adviser with the SMSF Association. She is also a regular presenter at Townsend's Bacon Super & Eggs quarterly adviser breakfast seminars, a monthly columnist for the Australian Financial Review and has written articles on SMSF issues for a number of industry media outlets.