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SMSF Strategy Forum


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SMSF Strategy Forum

  1. 1. SMSF StRAtEgy FORuM gENERAtiONAl WEAlth ANd RiSk MANAgEMENt StRAtEgiES FOR Melbourne 16 November 2010, Rydges Hotel Sydney 17 November 2010, Star Room tRuStEES  Next generation SMSFs – the family super fund  Managing SMSF governance  Estate management within SMSFs  6 + CPF  Risk and succession management  Early Bird 29 October  Anti-detriment and SMSF funding
  2. 2. agenda 8.30am • Setting strategic family plans 11.50am • Maintaining governance & other Registration and arrival tea or coffee managing disputes within smsfs structural entities TransformaTional • What sorts of disputes arise in • Leading the advice process SMSFs and where are the pressure family super funds • Case study Project managing the points? SMSF – scope of work • How can advisers help to resolve 9.00am Session disputes, and what are the legal options and constraints? next generation smsfs – conducted by: Scott Fitzpatricks • What can be done to reduce the risk The enduring family Chairman of disputes arising? superannuation fund (efsf) Fitzpatricks Australia • Case study ‘Dispute-proofing’ a fund Family super funds are the current through tailored voting rights in-vogue vehicle of choice for many 10.30am families looking to better manage their Session wealth. The next generation of these Morning tea and exhibition conducted by: takes into account intergenerational Heather Gray wealth transfer and improved estate esTaTe managemenT Partner planning. wiThin smsfs DLA Phillips Fox The road-map for transitioning SMSFs to EFSFs will take many forms and in 11.00am 12.40pm our first session we set the scene for how some successful families and their Blended families and risks Lunch and exhibition key advisers are transitioning SMSFs to to smsfs risk and succession EFSFs. • Having identified the potential managemenT • Explaining an Enduring Family dangers - what are the opportunities Super Fund from concept through to to enhance family protection? structure • Examining mechanisms to lock in 1.30pm • Points of difference from SMSFs control but allowing for future needs investment joint ventures • Case study Clients better suited for • Linkages between SMSF/Will between smsfs an Enduring Family Super Funds Contracts/Binding Financial Agreements In this practical session we will discuss Session the ability and conditions for-which two conducted by: • Update on current challenges before SMSFs can enter into an investment Ken Raiss the courts joint venture, focusing on: Director Chan & Naylor • Case study Blended Family and • Structures for joint ventures SMSF/Will Contract • Compliance and governance 9.45am Session • Tax treatments of capital gains conducted by: managing smsf governance Mark Robinson • Case study Borrowing for Associate Solicitor property development & funding In our second session we challenge the Ocean Legal arrangements position of SMSF advisers to play more of a significant role in project managing Session high-level strategic advice. conducted by: Peter Bobbin We will focus on high-level family Principal Partner governance and structuring issues Argyle Lawyers within the SMSF framework, including:
  3. 3. 2.10pm anTI-deTrIMenT and SMSF FundIng Investment succession within SMSFs 3.20pm An aging population will support a greater focus on intergenerational Capitalising on reserves and wealth transfer through the use of anti-detriment Payments an SMSF, as beneficiaries more than within SMSFs ever will be closer to retirement age themselves. Anti-detriment payments are a powerful — but often overlooked strategy. Many With the current benefits that can be advisers and trustees shy away from obtained within the superannuation them due to lack of knowledge. In this environment, it is expected to see practical session we will cover: assets held within a SMSF for long periods of time and build ‘family’ wealth • The fundamentals “must know” across many generations. This session rules and how to add value to SMSF will focus on the important aspects of trustees investment succession to ensure an • How anti-detriment effective transfer of wealth from within deductions integrate with a SMSF. reserves, the contribution • Investment succession strategies within SMSFs – What are they? caps and future income tax benefits STraTegy ForuM How do they work? • Practical case studies generaTIonal WealTh • Aligning asset allocation and and rISk ManageMenT investment styles across generations Session STraTegIeS For conducted by: TruSTeeS • Implementing changes in investment Warrick Hanley policy Director SMSF Education Session conducted by: network Partners Aaron Dunn Director 4.20pm The SMSF Academy Managing clients’ business risk via insurance in SMSFs Followed by panel diScuSSion In this practical session we will The new investment world – outline how "business partners" can use insurance within Super moving with the times as a protection vehicle when it comes panellist include: to planning succession management, Andrew Switajewski, Ian will focus on: Managing Director, • Frameworks for business Swita Investment Management succession within the SMSF context Colin Peterson, Director, • Structures for holding insurance Linear Asset Management event Supporters • ATO background and strategy Other panelists TBC Session conducted by: Session moderated by: aaron dunn, Ian Glenister, Principal, Glenister & Co director, The SMSF academy 5.00pm 3.00pm close of forum afternoon tea and exhibition
  4. 4. to RegisteR Web R egistration Form Fax 02 9810 6746 mail Dealers’ Group yes, please RegisteR me 212A Darling Street melbourne 16 November sydney 17 November Balmain NSW 2041 For group bookings please contact Zaf Makdum on 02 9555 4203 eNquiRies & membeRship Zaf makdum Tel 02 9555 4203 eaRly biRd Rate – book & Pay by friday 29 october 2010 Dealers Group Members $595 + GST = $654.50 spoNsoRship Single registration $645 + GST = $709.50 Jenna Jaaniste Tel 0404 344 347 Service providers $695 + GST = $764.50 AIA members $695 + GST = $104.50 VeNues bring your colleagues and save! sydney 2 registrations $1,150 + GST = $1,265 star Room The Imax Theatre Complex 3 registrations $1,650 + GST = $1,815 Level 6, 31 Wheat Road Table of 4 delegates $2,000 + GST = $2,200 Darling Park, Sydney NSW 2000 Table of 8 delegates $3,000 + GST = $3,300 melbourne staNdaRd Rate – book & Pay after 29 october 2010 Rydges hotel 186 Exhibition Street Dealers Group Members $645 + GST = $709.50 Melbourne VIC 3000 Single registration $695 + GST = $764.50 Tel 03 9635 1276 Service providers $745 + GST = $819.50 AIA members $195 + GST = $214.50 dealeRs’ gRoup membeRship please complete Membership is open to practising advisers, accountants, lawyers Mr/Ms/Miss Given Names and single family offices. For more information contact Zaf Makdum Surname on 02 9555 4203 or email zaf@ Company/Organisation beNeFits iNclude: Position discounts to events: Get member rates when you register in Address any Dealers’ Group event. City Postcode private client adviser newsletter: Monthly newsletter covers topical issues Phone Fax related to private client advisory. Email access to dealers’ group website: Access to papers, presentations, audio files method of payment Webinars Cheque – please make cheque payable to Dealers’ Group Pty Ltd Monthly webinars direct to your desktop Book and pay securely online by credit card using PayPal at private lunches Visa MasterCard AMEX Which are held quarterly in each state Name of cardholder Card Number Expiry date / Signature Total $ Delegates will receive an email confirmation letter and tax receipt once registered. I am interested in future Dealers’ Group events I do NOT wish to have my details made available to other organisations cancellation policy Should you be unable to attend a substitute delegate is always welcome at no extra cost. Alternatively a full refund, minus 50% (incl. GST) service charge will be made for cancellations received in writing up to one month prior to the event. Regrettably, no refund will be given for cancellations received later than one month prior to the event. privacy The information you have given will be recorded in our delegate database unless requested otherwise. the dealers’ Groups reserves the right to 3 Pillars Network may also share this information with our event sponsors. Please tick the appropriate box if change the programme without notice. you DO NOT wish to receive further correspondence. Dealers Group reserves the right to change the programme abN 78 117 870 943 without notice.