North Shore: Contributions & Estate Planning

Join us for our last event of the year, a panel session discussing topical SMSF issues.

The panel session will be covering the latest SMSF updates, including:

• Latest on SMSF case Law (I.e Ausiegolfa)
• Superannuation and Estate planning issues (Binding death nomination, use of power of attorney, relevant case law, etc)
• ATO activities in the SMSF Space
• ASIC activities in the SMSF space

Our panel members are:

David Barrett – Division Director, Macquarie Group Limited
Nidal Danoun – Director, Prosperity Financial Services (PFS Consultancy)
Mark Wilkinson – Partner, Superannuation, Business Services, BDO Australia

Help us celebrate the end of a great year!

This event will be held at the Manly 16ft Skiff Sailing Club

Details

Date:
21 Nov 2018
7:30 am AEDT - 9:30 am AEDT
Knowledge Area:
New Funds, Contributions, Winding Up, Practice Management, Taxation
CPD Points:
1.5
Venue:
Manly 16ft Skiff Sailing Club
E Esplanade & Stuart Street
Manly, NSW 2095

Speakers:

David Barrett SSA

Division Director, Head of Macquarie Technical Services, Macquarie Banking and Financial Services

With more than two decades of experience in the financial services industry, David Barrett heads up Macquarie’s technical services team. David originally joined Macquarie in 1997 and has held positions elsewhere in technical services, financial planning and insurance.
David’s expertise extends to areas including superannuation and related tax legislation, personal international taxation and retirement income systems. His practical expertise is built on a broad education base. David holds graduate and post-graduate qualifications in law, mathematics, accounting, computer science, and investment and finance. He is a member of CPA Australia, a Chartered Tax Adviser, a registered tax agent, a Senior Fellow of FINSIA and a Specialist SMSF Adviser with the SMSF Association.

With a goal of simple and clear messaging of complex technical issues, David regularly contributes to roadshows and workshops for Macquarie, CPA Australia, the SMSF Association, FINSIA and The Tax Institute. Specialist topics include superannuation, taxation and estate planning.

Mark Wilkinson

Mark Wilkinson is a Superannuation Partner in the Business Services Division of BDOSydney and has been providing superannuation and retirement planning advice for over 25years.As a superannuation specialist, Mark provides strategic superannuation advice onhow the State and Federal legislation impact on the areas of superannuation,retirement, estate and succession planning for clients as they build their wealthen-route to retirement. He advises on SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues

Nidal Danoun

Nidal Danoun, CTA, is the Principal Director of Prosperity Financial Services Pty Ltd. He provides advice to organisations, businesses and professionals in the areas of SMSF advice and financial planning advice assessment and remediation, compliance, and risk management. Nidal regularly works and consults with the regulators, large financial institutions, and accounting firms.

Nidal holds a Master of Commerce; he is a Chartered Accountant, a Fellow CPA, a Certified Financial Planner, Chartered Tax Adviser and a member of the CFA Institute and the SMSF Association. Nidal has over 20 years experience in the financial services industry.