SMSF Retire in Style LIVE Online Training 2018

SMSF Retire in Style LIVE Online Training 2018

SMSF Session #1

• Clint Ducat from the WiZDOM Advisory and Accounting Team introduces himself
• Clint gets 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 goes through changes to Super and retirement phase when it comes to your SMSF

SMSF Session #3

• Derek Sky and Hilary Somerville cover Advanced Structuring, Trusts, Asset Protection & Legal Structures
• Derek then covers the first steps to a JV and Common Areas of Dispute and Resolutions
• When does Clawback Apply and Transfers in varying forms, plus Death Benefit and it’s importance

SMSF Retire in Style LIVE Online Training – Recorded in June 2018