On 16 February, 2016 Sladen Legal delivered a presentation on Asset Protection Strategies.

Topics presented were:

• Protecting distributions, gifts and loans including the use of gift and loan arrangements – by Rob Jeremiah;
• Super contributions and asset protection – including the bankruptcy clawback rules – by Phil Broderick;
• Secured intra-family group loans and the Family Court – by Daniel Smedley.

Handouts from the presentation are now available to download.

Further information on SMSFs and Asset Protection are available from a presentation delivered by Phil Broderick, on SMSFs and Asset Protection, as part of the Television Education Network’s 3rd Annual Asset Protection Conference, on 15 October 2015.

When people think of self managed superannuation funds (SMSFs) they mostly think of a vehicle to provide retirement benefits and their concessional tax treatment. In contrast, the asset protection benefit provided by SMSFs is often not considered.

This topic was addressed by Sladen Legal’s Phil Broderick, who delivered a presentation on SMSFs and Asset Protection, as part of the Television Education Network’s 3rd Annual Asset Protection Conference, on 15 October 2015.

On 1 September 2015, Sladen Legal’s Phil Broderick delivered a presentation on Seamlessly Integrating Superannuation into Effective Estate Planning, as part the Legalwise seminar topic of Estate Planning: Maximising Asset Protection.