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

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 Peter Hogan as he 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:
24 Oct 2018
7:30 am AEDT - 9:30 am AEDT
CPD Points:
2
Venue:
Corner of Shortland Esplanade and Zaara Street
Newcastle East, NSW 2300

Speakers:

Peter Hogan SSA

Peter Hogan is the SMSF Association’s Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association.