Estate Planning & Self-Managed Super Funds

Where: The Novotel Brighton Beach (The Discovery Room)
Level 1, Cnr of The Grand Parade & Princess Street, Brighton-le-Sands

When: Tuesday 18 October 2011, 4:00pm – 6:00pm 

Complimentary drinks & canapés will be served at the conclusion of the seminar

An in-depth discussion on Testamentary Trust Wills &
Binding Death Benefit Nominations

Despite the economic gloom and volatile share market, many Australian individuals
and businesses continue to grow their wealth.
Quality specialist estate planning is today more strategic then ever. Poor advice is a
threat to succession and wealth preservation. Lindsay Stoddart will provide an
overview of two topics:

• Testamentary Trust Wills – various types; tax minimisation benefits; asset
  protection benefits with special focus on relationship break down and divorce;
  when is a TTW advisable; when is a TTW essential - not just for high net
  worth clients.
  
  
• Self Managed Super Funds are becoming a popular and worthwhile tax and wealth vehicle. Is the BDBN valid? Does the BDBN document comply? How much of a member’s benefit should be preserved in the fund or should some be dealt with by binding death benefit nomination into a TTW superannuation trust?
  

Traps and tips for limited recourse borrowings by SMSF’s

Roger Downs will discuss the procedural aspects from a legal perspective: the
structure of the transaction, the documentation required, satisfying the mortgagee’s
requirements, avoiding double stamp duty when eventually transferred to the super
fund after repayment of the loan (and how), and the role members of the SMSF
might be required to play as guarantors. 

To register:

Phone: Joe Lyons on: 4295 8400

Email: events@kells.com.au

RSVP: Tuesday 11 October