Estate planning in the new pension environment

Come along and join Perth's first Local Community event of 2019.

Join Peter Hogan as he presents Estate planning in the new pension environment.

OVERVIEW:

This session will look at the estate planning strategies developed to adapt to the 1 July 2017 changes to the definition of what is a death benefit and the limitations on pension accounts. The positives and negatives of these strategies after two years of practical experience in their implementation will be examined.

This is an interactive session using real-time case studies, you will be given the opportunity to thoroughly dissect the issues and come away with a thorough understanding of how to construct advice in the best interests of your clients in this important and complex area.

OUTCOMES

On completion of this session, participants should be able to:

• Recognise and implement appropriate death benefit strategies to their client’s SMSF, based on their circumstances
• Apply suitable strategies to existing death pensions based on their client’s circumstances
• Implement proper strategies for new death pensions based on their client’s circumstances

Details

Date:
30 May 2019
4:30 pm AWST - 6:30 pm AWST
Knowledge Area:
Benefit Payments, Taxation
Venue:
Pascoe Partners
2 / 100 Havelock Street
West Perth, WA 6005

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.