Recorded Webinar: Utilising Superannuation as an Asset Protection Strategy


7th May 2019

Duration:  approx. 2 hours

Recent changes to superannuation have impacted the perception of superannuation as a good asset protection vehicle. This session looks at this issue, including:

  • The importance of super for asset protection for a business or investment structure

  • Superannuation – Is it as safe as people think it is?

  • Bankruptcy rules affecting contributions

  • Super and the extent of power of a bankruptcy trustee

  • Suspect contributions - Contribution with intent to defraud

  • Claw back by trustee of contributions – is this possible?

  • Defining the main purpose of a contribution and when contributions are void

  • Understanding the effect of S 128 B and C Bankruptcy Act (Cth)

  • Bankrupt beneficiary – what this means from an asset protection perspective

  • When is the trustee not protected

  • Reversionary pensions – can you pool contributions out?

  • Case study - Recent super changes and asset protection

Our presenter

Phil Broderick, Principal, Sladen Legal, Melbourne

Phil heads Sladen Legal’s superannuation team. He is a member (and past member) of multiple superannuation related committees, and is a regular author and presenter.

Phil’s clients include private business owners, accountants, financial planners, self managed superannuation fund (SMSF) trustees and high and medium net worth individuals. He has acted for industry and retail superannuation funds.

Phil prides himself in providing solutions and structuring for clients in a holistic manner taking into account each client’s situation and structure. He has, on numerous occasions, successfully objected against, and negotiated with, with the Australian Taxation Office (ATO) in superannuation related matters and the Victorian State Revenue Office (SRO) in relation to state taxes matters (duty and land tax in particular).

Phil's articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has also presented at seminars and conferences conducted by The Tax Institute, the Television Education Network and various accounting bodies.


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.

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:
Product Code: WBCMAY19
 Price:  $264.00 (Inclusive of GST)
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