SMSFs are a popular tool to help families save in a tax effective environment for their retirement.
However, with an ever increasing rate of divorces and second marriages occurring, trustees have major issues to contend with.
Session outline
We will look at the issues SMSF’s face in regards to divorce, second spouses and stepchildren.
Also, we will discuss what to do if a trustee loses mental capacity.
Benefits of attending
Gain an understanding of how superannuation assets are impacted from relationship breakdowns in order to better service your clients should these situations arise.
Session inclusions
All delegates will receive a copy of the presentation and any handouts.
Who should attend
This session is applicable to members in practice/business working at a management level.
CPE Hours
Earn 1.5 CPE hours
Presenter
