Events Calendar | Superannuation - The A-Z (October 2012)
Calendar of Leo Events
Superannuation - The A-Z (October 2012)
« back to event listing
An overview of self managed superannuation funds (SMSFs) constraints and related issues. This program is designed to provide a thorough overview of the essentials. The program includes:
-
Restraints on provision of advice re SMSFs
-
New SMSF deeds – key attributes
-
Existing SMSF deeds – review issues
-
Control issues & options
-
SMSFs and non-residents
-
Contributions
-
Investment strategies
-
Leases of business real property
-
Funding & security alternatives
-
Instalment warrants – features
-
Fixed unit trusts
-
Documenting investment strategies – investment phase
-
Segregation v non-segregation – investment phase
-
Managing SMSF breaches
-
Use of investment & other reserves
-
Contingency planning for SMSFs
|
-
Insurance policies
-
Transitional issues
-
Transferring wealth to superannuation at or near retirement
-
Overview – retirement benefits
-
Transition to retirement income streams
-
Income streams commenced at or post retirement
-
Advice re superannuation and insurance
-
Asset protection – bankruptcy clawback powers
-
Payment of superannuation death benefits – options
-
Death benefit options
-
Life insurance & superannuation
-
Generating excepted income for minor dependants
-
Control issues – externally managed funds
-
Control issues – SMSFs
-
2nd generation SMSFs
-
Forward planning strategies
|
« back to event listing
