Live Webinar: Estate Planning Lessons from the 2017 Super Reforms

 

Date:  Monday 25th March 2019 – Online:
Vic, NSW, ACT, Tas:  3pm to 5pm 
SA: 2.30pm to 4.30pm  WA: 12noon to 2pm 
NT: 1.30pm to 3.30pm  Qld: 2pm to 4pm

 ABOUT THE WEBINAR
Now that the 2017 superannuation reforms have been in place for more than a year, what practical lessons have been learnt from the new super regime? This session deals with some of the implications of the super reforms from an estate planning perspective, including:

  • Understanding the new total super balance:

    • difference between total super balance, the transfer balance and transfer balance cap

  • Contribution strategies in light of the total super balance

  • Using super proceeds trusts and managing the transfer balance cap

  • Structuring issues around reversionary pensions and commutation

  • Transfers from reserves: strategies and ATO view

  • Options for assets transferred out of pension phase

  • Starting up and/or managing accumulation account

  • Tracking cost base of assets in pension phase where there is risk of exceeding super transfer balance cap

  • Child pensions and providing for minor beneficiaries

 PRESENTER
Our presenter

Darren Chinnappa, SMSF Specialist, Nexia, Sydney   

Darren has been a member of the Superannuation Division at Nexia Sydney for over eight years. During this time, he has developed several areas of expertise including all aspects of superannuation and compliance (in particular SMSF’s), managing complex superannuation structural issues as well as retirement and estate planning.

Darren provides clients with tailored strategies and holistic financial advice specific to SMSF’s, which ranges from the establishment of SMSF’s to strategic advice around contributions/pensions.

Darren is a registered Chartered Accountant, who is authorised to provide superannuation advice under Nexia Sydney Financial Solutions Pty Ltd’s AFSL.

 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 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: RBQMAR19
 Price:   $264.00 (Inclusive of GST)
© 2019 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.