SMSFs - Borrowing and Estate Planning

 

Register online and receive a 10% discount!


16 CPD Points

 

Presented by

SMSF Magazine

 

IFA Magazine

 

Investor Daily

 

SMSF Strategies

 

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