Webinar

SMSFs: Issues to Consider Pre-Relationship, at Separation and on Property Settlement on Divorce

Dividing the assets of a SMSF can be a complicated journey in the event of a relationship break down. Understanding those complexities can assist advisers and their clients to protect those assets and better prepare for the future.

Join Coleman Greig’s Peter Bobbin, one of Australia’s leading experts in tax and superannuation, as he unpacks a raft of issues including:
 
Issues to consider pre-relationship

  • Superannuation is property of a marriage or defacto relationship under Part IIIVB of the  Family Law Act 1975
  • Financial agreements pre-relationship (pre-nup)
  • Practical tips

Issues to consider immediately on separation

  • Liability as trustee
  • Binding death benefit nominations

Issues to consider in property settlement and divorce

  • Valuation of SMSF assets
  • Nature of assets
  • Indemnities
  • Third parties in SMSFs
  • Binding death benefit nominations

Your Questions Answered

Email us your questions and we will endeavour to answer them during the course of the webinar.

Can’t attend? Please click here if you would like to access a recording of the webinar.

Don’t miss this opportunity to learn how you can help your clients to navigate their SMSFs during a divorce or separation – plus earn CPD points!

Event details

TYPE

Webinar

DATE

May 15, 2020

TIME

12:00 pm AEDT

FEE

Complimentary

The Presenters

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