Love your Superannuation and SMSFs (especially on Valentines Day!)

Love is in the air – what’s to love about SMSFs!

Each year on the 14th of February, Valentines spend time together, declaring their love for each other.  This year, we encourage all Australians to spend some time embracing their superannuation, improving their communication and relationship with their fund balances, insurances, tax benefits, instructions on death – amongst other benefits that are available when it comes to superannuation, and SMSFs particularly.

This session will work through a number of practical case studies that illustrate how couples particularly can benefit from paying attention to their superannuation more closely, including reviewing taxation and investment strategies, insurances, death benefit instructions and other matters of interest regulated by the SIS Act and associated Regulations.

Learning Outcomes:

You will learn:

• The benefits of superannuation / SMSFs for all family structures, particularly couples on Valentine’s Day!
• All the areas that can benefit a couple when it comes to managing superannuation

Suited to:

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

This On Demand Includes: 

• Recording of the Live Webinar, which can be viewed multiple times
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation
• CPD Quiz
• CPD Certificate