Events

Noel Whittaker – SMSF Seminar

Superfund Partners is very proud to support the Sun, Surf & SMSF Seminar to be held on the Gold Coast in January 2016.

Click the image below to be taken to the event page:

SocialCard - Sun Surf SMSF

 

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.

Is self-managed super right for you? – FREE WEBINAR

More and more Australians are taking control of their financial lives and accessing wider investment choice via a self-managed super fund (SMSF), however this is an area many of us still don’t fully understand.

Webinar: self-managed super (SMSF) – is it right for you?

In this webinar Chloe Ward, SMSF Specialist Manager from Superfund Partners will discuss:

• Suitability
• How to set up a SMSF
• Your ongoing obligations and responsibilities
• Investment choices
• Strategies you can use • Initial and ongoing costs involved

A lot of what you hear about SMSFs in the media or from friends and family can be a long way from the truth.  We will separate fact from fiction and answer the question: Is a SMSF really ‘self-managed’?

In this webinar, you will walk away with a good understanding of:

• Overview of the roles and responsibilities of SMSF trustees
• Administration requirements of SMSFs
• Main investment restrictions applicable to SMSFs
• Whether an SMSF is the right choice for you

The webinar is being held on Wednesday 7th of October at 12.00pm AEST (1.00pm SYD/MEL)

Superfund Partners will also be holding a SMSF e-workshop on October 19th,