Heffron Super Intensive Day

AGENDA

8.30am – 9.00am

Registration

9.00am – 10.15am 

Session 1: Strategy landscape in 2019

The new financial year sees the beginning of a number of new contribution rules – catch up contributions, work test exempt contributions and more.  We will run through a quick refresh on the rules and opportunities together with some new issues emerging for downsizer contributions, refunding contributions and more.  What should accountants and advisers be thinking about as we kick off 2019/20?

10.15am – 10.45am

Morning Tea 

10.45am – 12.00pm

Session 2: Death Part 1 - an old problem with new thinking

The challenges of dealing with death in an SMSF are not new.  But in this two part session we will move beyond the usual questions of binding death benefit nominations, reversionary pensions and who can receive the death benefit.  We will explore some of the new issues and new thinking emerging around this important topic - the best strategies in a post 2017 world, what we’ve learned from recent court cases, practical considerations when dealing with deceased clients who had multiple pensions and case studies that share what we’ve learned from our own experience. Those who attended our Death Benefits Master Class will see us moving well beyond the knowledge gained in that session.

12.00pm – 1.00pm 

Session 3: Death Part 2 – an old problem with new thinking

There’s just too much to talk about when it comes to death and SMSFs to cover everything in just one session.  We’ll take a short break in the middle and return.

1.00pm – 2.00pm

Lunch

2.00pm – 3.15pm

Session 4: When to hold and when to fold 

Winding up SMSFs is becoming more common these days.  Some trustees jumped early, before the May 2019 election, due to fear of the ALP’s plans for refundable franking credits.  But even now, clients are getting older and many are considering the future of their SMSF.  So when should we consider recommending a client winds up? What are the issues to consider for investments, benefits (particularly legacy pensions), tax and a whole lot more?  When should we think about bringing in another member instead?  No-one likes to see an SMSF get wound up but when it does happen, this session will be essential to make sure you know what to think about and watch out for.

3.15pm – 3.45pm

Afternoon Tea

3.45pm – 5.00pm

Session 5: In the trenches 

We will wrap up the day with our favourite session where we share some of our learnings from a few of the real cases we’ve encountered in the last 12 months. Was there a problem? If not, why not? If so, what was it and how did we resolve it? What would we do differently next time?

5.00pm

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