This session will examine a number of recent cases on challenges to death benefit decisions, including lessons that can be learned and how similar claims could be avoided. This will include:
Challenging the control of an SMSF
Challenging a BDBN
Changing trustee decisions
Changing trustee decision making processes
Who should watch
Accountants, financial planners, lawyers and those who control or are beneficiaries of SMSFs.
Level of expertise
This webinar is for persons with some knowledge or interest in Superannuation and death benefits
COST: $99.00
If you register more than one attendee, discounts apply:
2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)
6 attendees - $480 (normally $594, saving $114)
7 attendees - $550 (normally $693, saving $143)
8 attendees - $610 (normally $792, saving $182)
9 attendees - $680 (normally $891, saving $211)
10 attendees - $730 (normally $990, save $260)
Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.
You can register up to 10 individual attendees, each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.
Presenter
Phil Broderick
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.