Death benefit planning to feature in 2020 SMSFA conference

The issues surrounding the financial planning of death benefits will be one of the major focus areas for this year’s SMSF Association National Conference.

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by Reporter - January 17, 2020 0 comments

As well as death benefit planning, other workshops to feature at the conference will address the issues of ageing clients, the sole purpose test and SMSF auditing, according to a statement.

The ‘Dealing with death – Better the devil you know’ workshop will be available on all three days, ‘Ageing clients, advice and ethics’ on Wednesday and Thursday, ‘Repurposing sole purpose’ on Thursday and Friday, and ‘Auditor workshop’ on Thursday.

“The workshops have become an integral part of the technical program at the National Conference, with the feedback we have received from delegates in the past being extremely positive about how this format facilitates their understanding of a complex issue,” said SMSF Association chief executive John Maroney.

“We also have secured seven experts in their respective fields to run this year’s workshops that can only enhance their educational value.

“Delegates who are interested in one of these four topics are encouraged to register quickly as there is a limited number of spots and experience shows they are quickly taken up.”