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Great deeds - The SMSF deed health check presentation

Published on 21 Aug 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

How good is your super fund deed? Is your deed due for an update? With this presentation, learn what should be in the deed and what is better left out.

This presentation covers:

  • the structure of a SMSF deed and identify the good and bad drafting points
  • examples of poorly drafted or out of date clauses as well as examples of overdrafted deeds
  • highlights key strategies that only work if permitted by the deed.

Author profile:

Scott HAY-BARTLEM
Scott is a partner with Brisbane law firm Cooper Grace Ward. His expertise includes commercial and compliance law, and providing support services to professional advisors. Scott provides a range of support services for accountants, financial planners and other professional advisors on superannuation and compliance. This includes advising on the tax consequences of transactions.
Current at 2 October 2007 Current at 15 October 2007 Click here to expand/collapse more articles by Scott HAY-BARTLEM.
 

 

This was presented at Hands On Super - A Practical Guide For You And Your Practice .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Great deeds - The SMSF deed health check

Author(s):  Scott HAY-BARTLEM

Materials from this session:



Super on termination of employment

Author(s):  Chris WYETH

Materials from this session:



Further details about this event:

 

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