Live Webinar: Disability and SMSFs – The Taxation of Disability Super Benefits

 

Date:  Thursday 23rd August 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 5pm  
SA & NT 2.30 to 4.30pm 
WA 1pm to 3pm

 ABOUT THE WEBINAR
Disability payments from your SMSF fund, either as a lump sum or income stream, present a number of compliance headaches. This session looks at the key issues in a practical way, including:

  • Permanent incapacity definition – what is it and how does it get assessed?
  • What if an insurance payout is involved? – meeting the insurer’s definition of incapacity
  • Superannuation Client Relationship Team Alert 020/2015 – calculating the tax free amount for a lump sum benefit
  • People under 60 receiving a disability benefit – the 15% tax offset
  • Commencement of an account based pension and its impact on tax free component
  • Disability insurance and temporary disability insurance
  • Disability payments and the calculation on the cap
 PRESENTER
Our presenter

Neal Dallas, Principal, McInnes Wilson Lawyers, Brisbane

Neal has substantial experience in advising clients in the estate planning, superannuation, asset protection and tax industry. With 22 years in superannuation and tax advising, and 24 years in estate planning, he is the best person on hand to help clients preserve what they have worked hard to create; to deliver the best structuring outcomes so that they can retain as much of their hard earned wealth during their lifetime, and pass it on at the right time to those who they ultimately wish to succeed them. 

Neal brings a wealth of knowledge to the Private Client sector, specialising in assisting other professionals with their clients’ complex issues. He is known for his ability to develop innovative solutions for clients and delivering exceptional service. 

Neal was included in the Ninth Edition of The Best Lawyers in Australia for Superannuation Law (The Best Lawyers in Australia, 2017).

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBPAUG18
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.