SMSF Retire in Style 1-Day Boot-Camp 2017

SMSF Session #1

• Derek Sky from Pacific Law and Clint Ducat from the Advisory and Accounting Team introduce the SMSF Team
• Clint get straight into the SMSF and then managing risks

SMSF Session #2

• Clint tackles Unit Trusts and Development and arms length rules in your SMSF Fund
• Clint introduces Kamal to go through changes to Super and retirement phase when it comes to your SMSF

SMSF Session #3

• Clint introduces Derek Sky to cover Trusts, Asset Protection and Legal Structures
• Derek then covers the first steps to a JV and Common Areas of Dispute and Resolutions

SMSF Session #4

• Derek then gets into Contributing Funds into a Trust, Asset Protection and Contributing Funds to your Trust
• When does Clawback Apply and Transfers in varying forms, plus Death Benefit and it’s importance
• Derek and Clint then wrap up the info packed day

SMSF Retire in Style 1-Day Boot-Camp 2017 – Sydney