SMSFs - Borrowing and Estate Planning
Assets held within SMSFs have hit the $330 billion mark and continue to grow. The lure of tax-free income post age 60 combined with the ability to control investments will power these vehicles for years to come.
This important one-day SMSF strategy session will focus on SMSF borrowing, SMSF estate planning and SMSF wills. All strategies will be considered in case study fashion with concise notes to maximise SMSF learning outcomes.
Advisers, accountants and SMSF professionals will learn about:
The new borrowing rules
Commercial SMSF borrowing packages
Member/related-party financing
Strategies for pre-1999 unit trusts
SMSF estate planning
Superannuation benefit streaming
The dangers of binding nominations
How to create an SMSF will
Maximising tax benefits using an SMSF will
How insurance can be used to back an SMSF will

