Superannuation and Estate Planning

Thursday 15th November, 2018 3:00 pm – Thursday 15th November, 2018 5:00 pm
The Law Society of Western Australia
Level 5, 160 St Georges Terrace PERTH

Australia’s superannuation laws are constantly changing and this is a significant consideration not only for those trusted advisers to individuals, businesses and families, but also for lawyers who are planning for their own futures. What are some of the recent key changes that may have the most significant impact on administering existing self-managed super funds, and those intending to establish one? Recent developments in regulation of self-managed superannuation funds and opportunities for those advising on superannuation will be shared from two perspectives – a respected legal adviser, and a certified financial planner.

 

Level: Intermediate

 

Competency
  • 2 points Competency 4 Substantive Law

 

Speakers

David Andrew (Chair)
Managing Director
Capital Partners Private Wealth

Chris Hogan
Principal
Chris Hogan & Co

James McLeod
Principal
Capital Partners Private Wealth

Price
Member
$230
Non-Member
$315
Legal Trainee / Support Staff (Member)
$112
Legal Trainee / Support Staff (Non-Member)
$187
CPD Freedom
$0