Details

When a client moves overseas, there are some important changes to make to their SMSF.  While these might be dealt with by your SMSF team, time is critical here and simply knowing you need to act and what to look for can save your clients hundreds of thousands of dollars.

In fact even if the overseas resident is one of their children, this might change how the super is dealt with on death.

Get the highlights at our next Super in 60 webinar.

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Super in 60 is a webinar series for those who don’t work extensively with SMSF or superannuation clients but do need to be confident in spotting opportunities or concerns to raise with internal teams or clients. It’s 1 hour of highlights, rather than the details, delivered every 6 months by the industry’s most highly regarded superannuation experts.

It’s perfect for those working with private clients and small business owners, or even just those who want to make sure their super knowledge is current. It will help you achieve:

• Consistency across your business  - everyone who attends will have important super knowledge, not just the SMSF experts in your firm,
• Knowledge that’s relevant for all your clients, not just those with SMSFs, and
• New opportunities to add value to your clients simply because more people in your firm are equipped to spot issues.

Valued Actuarial Certificate clients, this webinar series is completely free to any number of people in your firm as a “thank you” for using our actuarial certificate service. If you are not an Actuarial Certificate client, please use the Non Actuarial Certificates Client button to purchase a registration (price is $176 incl GST per attendee per webinar).

 

Audience

• Administrators
• Other SMSF Professionals

Accountants and Advisers welcome to attend.

 

Accreditation

• Attendance only - approx 1.0 hour
• SMSFA, Legislated CPD, TPB + eligible CPE with the various accounting bodies

 

Actuarial Certificate Clients Non Actuarial Certificate Clients

 

By registering for this event you agree to receive communications from any partners we may engage for this event.  If you do not wish to receive these communications please email events@heffron.com.au.

Registering for this event entitles only the registered person to watch the event live or to view the recording. CPD will be provided to registrant only unless a substitute attendee has been agreed more than 24 hours prior to the event. Contact events@heffron.com.au to request any substitute attendee arrangements. Please note that additional fees may be sought should there be unauthorised access to the event, recording or assessment.