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August 29 @ 12:30 pm - 1:30 pm AEST
On the setting up of a SMSF, all members are required to be individual trustees or directors of a corporate trustee. However, life events such as incapacity and death, may require someone to fill the shoes of the replaced individual.
In this session, Phil Broderick will explore control of an SMSF and why it is so important. This will include where control can go wrong in the situations of incapacity and death, particularly where blended families are involved. Phil will also examine options and best practice standards for controlling SMSFs, individual trustees and corporate trustees.
Who Should Attend?
Tax advisors, financial planners, tax agents, accountants, lawyers and those who control or are beneficiaries of SMSFs. This webinar is for persons with some knowledge or interest in SMSFs.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours:1 hour | Legislated CPD Hours: To be confirmed
Presented by:
Phil Broderick
Principal, Sladen Legal
Phil is a principal of Sladen Legal and heads its superannuation team. He is member of a number of superannuation related committees. This includes being a member of The Tax Institute’s superannuation committee and the chair of the Institute of Financial Professionals Australia (IFPA) technical and policy committee.
He is also a member of number of the ATO’s superannuation liaison groups including the Superannuation Industry Relationship Network (SIRN) and the Superannuation Industry Stewardship Group (SISG). Phil is also heavily involved in liaising with Treasury and ATO in relation to the implementation of new super laws and administrative practices.
Phil’s areas of practice include superannuation, duties and state taxes, estate planning and succession, trusts, federal tax and business structuring.
Phil was listed in the 2020 to 2023 Best Lawyers Australia for superannuation law and was the winner of the SMSF Association’s SMSF Specialist Advisor (SSA) Top Achiever Award in 2019. His articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has presented at seminars and conferences conducted by The Tax Institute, the SMSF Association, TEN The Education Network, Legalwise and various accounting bodies.
