As the SMSF system matures we are seeing more and more disputes between members and trustees. Disputes can involve members wanting to exit, decisions around investments, death benefit disputes and one of the member/trustees going rogue.
This session will discuss real life examples of SMSF internal disputes as well as tools for resolving, and preventing, such internal disputes.
Who should watch
Tax advisors, financial planners, tax agents, accountants, lawyers and those who control or are beneficiaries of SMSFs.
Level of expertise
This webinar is for persons with some knowledge or interest in SMSFs.
Presenter
Phil Broderick, Principal
Phil heads Sladen Legal’s superannuation and state taxes teams. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.
View Phil’s full profile here
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