• Online CPD for Me

SMSF & Wills

$66.00 $60.00

Understand the legal reasons why Superannuation Funds do not form part of your “personal assets” and unless structured correctly, may not form a part of your Estate at the time of your death. Obtain a basic understanding of how to structure a tax effective estate plan and avoid the many pitfalls in not reviewing a client’s wealth from a detailed and holistic viewpoint.

SKU: RMCS2-21-3-16 Categories: ,

Product Description

Michael Harkin from Topdocs discusses the legal reasons why Superannuation Funds do not form part of your “personal assets” and unless structured correctly, may not form a part of your Estate at the time of your death.

Key Learning Outcomes

  • Understand the legal reasons why Superannuation Funds do not form part of your “personal assets” and unless structured correctly, may not form a part of your Estate at the time of your death
  • Obtain a basic understanding of how to structure a tax effective estate plan.
  • Avoid the many pitfalls in not reviewing a client’s wealth from a detailed and holistic viewpoint

This session is 49 minutes long.

You will receive 1 CPD Unit – Substantive Law.

LogCPD

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Further Information

Once purchased, this on-demand seminar will be available in your account (log in top left) and found under Available Downloads until 31/3/2017.

Alternatively, it is also offered as part of CPD for Me’s 10 unit packages, from $40 a unit.

This one hour seminar = 1 CPD unit for one fee earner only. Please contact us if you require other fee earners in your firm to watch and record this a part of their CPD requirements (additional charges will apply).

If you have any questions, please call 1300 273 463 or email admin@cpdforme.com.au

About CPD for Me                                           

CPD for Me offers over 160 online CPD options so busy professionals can obtain all their CPD requirements online, on any device and with no travel hassles.

Our content includes mandatory legal updates on subjects: practice management, professional skills, substantive law, ethics and professional responsibility. Anywhere, anytime, any device.