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SMSF: Divorce & Disqualification Webinar

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The risk and impact of unplanned events on an SMSF - and how you need to respond

What to plan for (and do) when clients divorce
Creating an Investment Strategy that withstands market changes
The actions to take when a member is facing disqualification

A Live Instructor Led Webinar

For advisers, the unplanned should not be unexpected (we’ve just been through a pandemic people).

The SMSF: Divorce & Disqualification Webinar walks you through the planning for, and actions you need to take, to mitigate the risk and impact of unplanned events and manage those events when they occur.

Setting up a client’s plan is great, but life can throw curveballs at an otherwise stable retirement vehicle. Understanding where things can take a turn within a fund and how to remedy those matters is fundamental for advisers assisting SMSF clients.

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AU $195 members
AU $235 non-members

Register Me

Register Team*

AU $520 members
AU $595 non-members

Register Team*

Knowledge Shop members, login for the discounted rate.

Total 1.25 CPD Hours

Details

Recorded: 7 September 2022

SMSF Association accredited for 1.25 CPD hours (PETKS220907)

  • 0.25 Technical competence
  • 1.0 Regulatory compliance and consumer protection

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 20 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

Divorce and disqualification – can detrimentally impact any SMSF. The SMSF: Divorce & Disqualification webinar is designed to ensure that you and your team can identify the issues and ‘red flags’, know what action to take in the face of these unplanned events and put in place strategies to help your clients to get through these difficult times.

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes

Divorce

  • The steps you need to take when your clients tell you they are getting a divorce
  • Understanding the practicalities when splitting member balances because of a divorce
  • Understanding your role and where legal professionals/other advisers are required
  • Road-blocks fund's face when dealing with divorce and how to resolve them

Disqualification

  • Identifying when a member of an SMSF is now a disqualified person
  • Can an SMSF still exist with a disqualified person?
  • Identifying the changes that need to be made and the ramifications of not changing

Our presenter

Technical Superannuation Adviser

Jason Hurst

Jason Hurst RJason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Planning Association (FPA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle and holds the Certified Financial Planner (CFP) designation.