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| ARGYLE
SYDNEY TAX FORUM |
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| NOTICE
OF MEETING |
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| Date: | Tuesday 5th May 2009 | ||
| Time: | 5:30 pm for 5.45 pm - 7.00 pm finish | ||
| Venue: | Lindsay Room, Argyle Lawyer Pty Ltd | ||
| Level 22, 1 Market Street, Sydney 2000 | |||
| Refreshments will be provided | |||
| Technical | detailed
brief of latest in tax State and Federal |
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| Update | recent
& relevant legislative amendments, rulings and cases |
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| review
of recent issues in financial planning for clients and practitioners |
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| strategic
awareness of current developments and thinking in tax matters |
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| Speaker | Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd | ||
| TOPIC | IS IT AUSTRALIA'S BEST SMSF? |
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| Speaker | Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd | ||
| ATO statistics from December 2008 tell us that there are 773,741 smsf's in Australia controlling assets of $326,378,000,000! Even with the once-in-a-lifetime global financial crisis this results in an average fund balance of $813,168. This is simply too much money to leave at the mercy of a superannuation trust deed that nobody has read or put any thought into. Argyle has put 24 years of thought into its April 2009 smsf, not just an update but a complete rewrite. Yes, we will promote our smsf trust deed but in doing so you will learn: |
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What can and should an smsf contain? | ||
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How to recognise and deal with the automatic blow-in recognition clause | ||
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Whether a PDS is required for the fund or payment of a pension | ||
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How to design pensions that stay tax exempt after death | ||
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The very common de facto benefit design fault | ||
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Understand flexible trustee control and management rules | ||
| * | Identify supplemental control deeds to ensure surviving super intentions | ||
| * | Why regular updates of trust deeds create problems | ||
| * | How the binding nomination most commonly fails when needed most | ||
| RSVP | |||
| For more information contact Diane Wakim on (02) 8263 6600 or email dwakim@argylelawyers.com.au | |||
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