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

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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

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

Date And Time

15 May 2020 @ 12:00 PM to 01:30 PM
 

Location

Online Event
 

Event Category

 

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