Information for advice professionals only.
The Treasury Laws Amendment (Self Managed Superannuation Funds) Bill 2020 has recently been passed into legislation allowing an SMSF to increase its maximum number of members from 4 to 6.
In this session we will detail what these changes mean for Advisers and their clients. The presentation will focus on; strategies that are available to an increased SMSF membership, administrative issues to consider and the pros & cons of existing SMSFs increasing their membership.
(Episode 30)
CPD ASIC Areas
ASIC SMSF = 1.00
CPD FASEA Areas
FASEA Client Care and Practice = 0.50
FASEA Regulatory compliance and consumer protection = 0.25
FASEA Technical Competence = 0.25
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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.