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SMSFs: Issues to Consider Pre-Relationship, at Separation and on Property Settlement on Divorce
by Peter Bobbin
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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!
The Presenters
Peter Bobbin
Peter Bobbin is a Principal Lawyer within Coleman Greig’s Commercial Advice Team. With over 30 years’ experience in superannuation and taxation in both the personal and commercial arena, there is no case too complex for Peter.
