This in-person tax seminar has sold out due to overwhelming demand — but there’s good news – we are now offering an online session. Click here to register.
At this seminar, taxation and superannuation experts, Peter Bobbin and Stephen Lau will explore some of the most challenging issues at the intersection of estate planning, tax, and superannuation.
With superannuation entitlements often giving rise to disputes, combined with the impact of the new $3 million super tax, it’s more important than ever for advisers, accountants, and lawyers to understand how to navigate this complex space.
The seminar will cover:
- The super death tax advice line — balancing effective planning against the risk of triggering Part IVA or having advice viewed as promoting a tax scheme.
- The Dozen Deathbed Checklist — critical considerations in late-stage planning to protect superannuation and estate outcomes.
- Key issues for the new $3 million super tax — strategies to manage tax risk and navigate potential disputes.
You’ll walk away with practical guidance to help your clients manage superannuation tax issues, navigate disputes, and implement better estate planning strategies — all while staying on the right side of the ATO.
Your Questions Answered
Email us your questions and we will endeavour to answer them during the course of the seminar.
Join us for this informative session where you will discover valuable insights plus earn CPD points!
The Presenters
