Family Law and SMSFs – What's Important?

Breaking up is hard to do especially when superannuation is required to be split

This session will  examine the relevant laws as they apply to splitting benefits as part of a family law settlement and any impacts of the taxation laws on fund assets and member’s benefits.  

It will analyse the administration of the splitting agreement, consent orders or the court order and why it is important that any split must be made strictly in compliance with the relevant agreement or orders. Any administrator who does not follow the requirements of the split may find themselves in difficulties and having to deal with the consequences arising from those errors. 

Case studies presented during the session will examine a number of settlement agreements and how the superannuation, taxation and family laws apply in each case

Learning Outcomes:

You will learn:

•    The different types of splits in family law settlements

•    The documents required to ensure the split complies with the settlement agreement

•    Trustee issues

Suited to:

SMSF administrators, accountants, financial advisers and lawyers from small to medium practices.

This On Demand includes: 

• a recording of the webinar Event which can be viewed multiple times
• a PDF of the presenter’s PowerPoint
• a verbatim Transcript
• any supporting documentation
• a CPD Certificate after successful completion of the Knowledge Quiz