Agenda

Dates & Venues

Cairns
Friday 1 August

Cairns International
17 Abbott Street

Brisbane
Monday 4 August

The Sebel & Citigate
King George Square
Cnr Ann & Roma Streets

Sydney
Wednesday 6 Aug

Sheraton on the Park
161 Elizabeth Street

Melbourne
Friday 8 August

Park Hyatt
1 Parliament Square

Perth
Tuesday 12 August

Sheraton Perth
207 Adelaide Terrace

Adelaide
Thursday 14 August

Adelaide Hilton
233 Victoria Square

8:00am
Registration

8.30am – 8.45am
Welcome – Day’s agenda and latest SMSF statistics.

8.45am – 10.30am
SMSF Borrowing – Pre-1999 unit trusts, the new borrowing rules, ATO views, commercial SMSF borrowing packages and the important features of member/related party financing.

10.30am – 11.00am
Morning Tea – Refreshments and networking.

11.00am – 12.00pm
SMSF Borrowing Case Studies – Detailed case studies on both pre-1999 unit trusts and SMSF borrowing.

12.00pm – 1.00pm
SMSF Estate Planning – What is SMSF estate planning? Review of the superannuation and tax laws including superannuation benefit streaming, reversionary pensions, death benefit bonus payments, the dangers of binding nominations and dependency.

1.00pm – 2.00pm
Lunch – Hot lunch and networking.

2.00pm – 3.15pm
SMSF Wills and Insurances – What is an SMSF Will and how it can be used to maximise tax effective benefits across multi-generations. A review of the use of insurances to back an SMSF Will and the impact on the trustee and beneficiaries.

3.15pm – 3.40pm
Afternoon Tea – Ice creams, refreshments and networking.

3.40pm-4.30pm
SMSF Will Case Study – We will review two specific case studies, one with a blended family – highlight important strategies and document an SMSF Will.

4.30pm - 5:30pm
Networking Drinks – Meet fellow attendees in a relaxed forum.