Self Managed Super Funds - The Lawyer Perspective

Self Managed Super Funds - The Lawyer Perspective
Available by webinar only

2 CPD Units in Professional Skills or Practice Management/ Business Skills

: Allan Swan - Estate Planning Equation - Preventative Law

Date:  Tuesday 13 October 2020

Time: 10.00am – 12.00pm

This session will cover:

  • SMSFs v industry, retail & public sector funds
  • Governing super & tax legislation
  • Asset protection & super
  • SMSF deed – Practical Exercise
  • Contributions – limits & restrictions
  • Asset transfers – CGT & land transfer duty
  • “Business real property” – non-arm’s length
  • purchases, transfers & leases 
  • Limited recourse borrowing
  • Family Court splitting & flagging orders
  • SMSFs – specific rules & control issues
  • Review of existing SMSF deeds
  • Super death benefits – lump sums v pensions
  • SMSF binding death benefit nominations – Practical Exercise
  • Winding up an SMSF

Members less than three years: $110.50
Members more than three years: $143.00
Non Members: $208.00
13/10/2020 10:00 AM - 12:00 PM

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Tuesday, 13 October 2020

13/10/2020 10:00 AM


Terms and Conditions:

Cancellations: Payment in full of the registration fee is required to be made at least five working days prior to the event.  Previously paid registrations are transferable subject to the alternate attendee being eligible to register at the same registration fee (that is a practitioner who is not a Society member is not eligible to attend in place of a member without the price differential having been paid. Any person who has registered and paid to attend an event but is subsequently unable to do so and does not wish to transfer the registration is able to apply to the Society for a refund, however such refunds (in whole or in part) will be at the discretion of the Law Society subject to the circumstances and any external costs paid by the Society which cannot be recovered by us.
MCPD Units: Any MCPD Units listed are only provided as a guide and attendees must satisfy themselves about the nature and quantity of MCPD Units they can claim for the activity. Please refer to the MCPD Guidelines for details at
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Webinar Cost: Unless otherwise stated, the cost to attend events via webinar is the same as attending in person or $80, whichever is greater.  The cost for students to attend via webinar is the same as attending in person or $35, whichever is greater. Country Practitioners (as defined by the Law Society of South Australia) are exempt from the minimum webinar charges and will be charged the same rate as attending in person.