Online Intensive Workshop – Managing the Disruption of Retirement and Estate Plans 2 years on

OVERVIEW

The purpose of this Intensive Workshop is to provide participants with a comprehensive understanding of the impact of the significant reform and disruption of retirement, pension and estate planning brought about from 1 July 2017 onwards. In particular, the session will not only look at the Transfer Balance Cap regime lessons of the last 2 years, but also the broader tax issues which have arisen for SMSF trustees and the estate planning implications flowing from the Regulator’s interpretation of the changes in the definition of what qualifies as a death benefit and what this means for clients’ estate planning going forward.

Practical examples will be used to evaluate the changes and highlight what is needed to assist clients to restructure and minimise any negative impacts associated with the changes.

LEARNING OUTCOMES

On completion of this workshop participants will be able to:

• Define what has and has not changed for retirement and estate planning with SMSFs;
• Analyse critically and identify clients whose plans have been disrupted by recent changes to applicable law;
• Evaluate and generate strategies to mitigate the impact of the superannuation changes to your clients’ retirement and estate planning needs.

Presented by Peter Hogan , Head of Technical - SMSF Association

Details

Date:
21 Nov 2019
1:00 pm AEDT - 4:00 pm AEDT
Knowledge Area:
Benefit Payments
CPD Hours:
3

Speakers:

Peter Hogan SSA

LLB, Dip FP, 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. Peter is an SMSF Specialist Advisor™ and former Chair and National Board member of the Association.