ARGYLE SYDNEY TAX FORUM
NOTICE OF MEETING
       
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
 
Update
recent & relevant legislative amendments, rulings and cases
 
 
review of recent issues in financial planning for clients and practitioners
 
 
strategic awareness of current developments and thinking in tax matters
 
Speaker Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd  
 
TOPIC

IS IT AUSTRALIA'S BEST SMSF?

 
     
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:

 
       
 
*
What can and should an smsf contain?  
 
*
How to recognise and deal with the automatic blow-in recognition clause  
 
*
Whether a PDS is required for the fund or payment of a pension  
 
*
How to design pensions that stay tax exempt after death  
 
*
The very common de facto benefit design fault  
 
*
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  
Click here to reply
 
   
Click here to reply
 
    For more information contact Diane Wakim on (02) 8263 6600 or email dwakim@argylelawyers.com.au  
Our privacy policy  
Unsubscribe