2020 has been an interesting year in many ways! During 2020 we have come across many files with SMSF issues that are interesting in their own way, and we have picked out some to share with you in our first ever dedicated virtual SMSF event.
And while these SMSF issues were interesting to us, they had a far bigger impact on our clients and advisers!
Join us as we dissect what worked and didn’t work, learn how to avoid these common traps, and how to deal with them if you come across them.
Our leading experts in our private clients team will cover:
- preparing for the 2020 audit
- incapacity, enduring powers of attorney, guardian appointments and SMSFs
- getting assets into and around SMSFs without duty
- death bed payments – tax free superannuation benefit or taxable death benefit?
- which is better – binding death benefit nominations, reversionary pensions, trustee discretion or something else?
For more information or to register for the virtual event, please click the button below.
CGW Virtual SMSF Intensive Day
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