"The BSES seminars are interesting, topical and cover useful areas with presentations by individuals who are clearly expert and highly knowledgeable in their fields."
ANOP Research December 2008
BSES Seminar technical papers now available:
- What To Do With Uncommercial SMSF Borrowing
- Life Estate Transfers
- SMSFs & NSW Land Tax
- Incapacity Planning for SMSF clients
To view, please click here
Seminars / Forums
|Bacon, Super & Eggs Seminar & Webinar
Thursday, 23 November 2017
7.30am (sharp) to 9.00am (sharp)
Venue: Hilton Hotel, Level 2, 488 George Street
Sydney NSW 2000
DEFERRED SUPERANNUATION INCOME STREAMS – THE ANSWER TO LONGEVITY RISK FOR SMSFs? |
There is much a-doing about longevity risk in SMSFs. Other than retaining a portion of a member’s benefit on the taxable side of the fund are there any strategies which can assist with managing longevity risk? This session will illustrate by way of a detailed example how deferred superannuation income streams (aka deferred annuities) can be acquired by SMSF trustees and used to provide a lifetime income stream which can commence when the pension account begins to decline. The session will also deal with the mechanics and regulatory stuff of SMSFs issuing deferred superannuation income streams.
ESTATE PLANNING TRAPS WITH TRANSFER BALANCE CAPS | Brian Hor – Townsends Lawyers
Current wisdom post 1 July 2017 is that client couples should make their superannuation pensions automatically reversionary to each other, so that the survivor of them has a 12 month window of opportunity to re-adjust their superannuation affairs in view of their transfer balance cap at the time. But is this strategy locking the client into a position in which the survivor may actually miss the opportunity to maximise their tax free retirement income stream account – perhaps to the tune of hundreds of thousands of dollars or more? Brian Hor takes us through this estate planning transfer balance cap trap and discusses how to identify which clients may be susceptible to it, and how to strategise around it.
PRACTICAL IMPLICATIONS OF THE SMSF LICENSING REGIME | Ella Cebon – Senior Manager, Financial Advisers, ASIC
Remember the good old days when accountants were exempt from needing a license to advise on SMSFs? Those days have gone the way of flared trousers but what’s replaced them continues to concern financial advisers. Ella Cebon from ASIC will cover licensing requirements for those who provide SMSF services, the key obligations when giving advice around SMSFs and some early observations from ASIC’s recent shadow shop of SMSF advice.
Per: attendee $88, 2 attendees $160, additional attendees is $66
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Per person $33
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