Monthly Archives: October 2015

Gold Coast SMSF Workshop: Estate Planning

For many people their SMSF will make up the largest part of their wealth as they move into their later years. This means just as much effort needs to be invested when it comes to ensuring SMSF assets go to who you want them to on death as other personally owned or business assets. This Gold Coast workshop will educate SMSF trustees on how to best structure their assets to ensure your wishes are carried out in the most tax effective way on your passing.

SMSF Gold Coast Workshop Content

In this workshop we will cover:

  • Components of a solid SMSF estate plan
  • Your personal Will does not cover your SMSF!
  • Tax on death and how to avoid it
  • Maximising the legacy you leave for your family
  • How to avoid estate disputes
  • Choosing the right executors
  • Dealing with blended families
  • Should your Will include provisions for a testamentary trust?

SMSF Workshop: Estate Planning (Brisbane)

For many people their SMSF will make up the largest part of their wealth as they move into their later years.

This means just as much effort needs to be invested when it comes to ensuring SMSF assets go to who you want them to on death as other personally owned or business assets.

Workshop Content

In this workshop we will cover:

  • Components of a solid SMSF estate plan
  • Your personal Will does not cover your SMSF!
  • Tax on death and how to avoid it
  • Maximising the legacy you leave for your family
  • How to avoid estate disputes
  • Choosing the right executors
  • Dealing with blended families
  • Should your Will include provisions for a testamentary trust?
  • Importance of Enduring Powers of Attorneys

The presentation content will cover approximately 40 minutes and we will have plenty of time for any questions and discussion on key areas.

SMSF advice: We’re here to help

A recent statistic from Investment Trends caught my eye:  40 per cent of SMSF trustees who stopped using an accountant in 2014 cited lack of access to a wider range of advice services and expertise. Is this because accountants don’t have the expertise or to deliver the right SMSF advice to trustees, or are they simply failing to communicate it?

SMSF sophisticated investor

Should my SMSF become a sophisticated investor?

Australia has relatively strong investor protection laws, and although they don’t always meet the public’s expectations, they typically ensure investors have access to appropriate disclosures and protection mechanisms when they invest or take financial advice. However there are certain exemptions (namely the sophisticated investor exemption) available to companies that issue investments or provide advice and SMSF trustees can unknowing be placed into a situation where they can’t access these protections.