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.

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.”

Registration for the SMSF Association National Conference opens on 21 January, and will be held on the Gold Coast from 19 to 21 February.

Death benefit planning to feature in 2020 SMSFA conference
Death benefit planning
ifa logo

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.