SMSF Online Updates - 5 Sessions

Presenters

Past Recordings

On Friday 8 November 2024, Daniel Butler, will present the next SMSF Online Update for DBA Network Pty Ltd with a focus on some of the corporate governance issues that advisers need to be aware of and an update on the key legislative topics that advisers need to track leading up to the calling of the Federal election:

Corporate governance in an SMSF context:

• A recap on some of the key advantages of corporate versus individual trustees
• Some tips and traps in making sure change of trustees is done correctly without adverse consequences
• What to look out for in a constitution (or memorandum of association) for an SMSF trustee and traps to avoid
• When is a director typically removed under a Constitution on account of incapacity
• Implementing a successor director strategy versus alternate directors
• Making valid resolutions that comply with the Corporations Act 2001 (Cth) and the constitution

Update segment:

• The latest on legislative developments impacting SMSFs including Division 296, Legacy Pensions, PayDay Super and other measures
• Much more …

SMSFs must make sure they do it right and play by the tax and super rules.

Changing an attendee

The person registered will be forwarded each webinar link. If they wish to transfer the webinar to another person, they must notify us at least 3 business days prior to a live webinar. We will then update our records to ensure the CPD certificate is issued to the other person. Note that the person registered will continue to receive future links for further webinars they are registered for. CPD certificates will be issued three weeks post event date.