Kieran Hoare is a Principal of Merthyr Law Pty Ltd and an accredited SMSF Specialist Advisor with the SMSF Association. Kieran has been practicing law since 2002 and specialises in navigating investment structures and regulatory framework for SMSFs and is often called upon to assist clients’ existing advisors and independently represent and advise SMSF trustees. Kieran keeps his professional network up to date through LinkedIn and other social media.
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Live Webinars
Live Webinar: SMSFs and In-House Disputes
The lifecycle of an SMSF is more often than not a long one, and during that time the ups and downs of life are simultaneously happening to the trustees and members. This session explores the issues that can arise when members and trustees don’t always see eye to eye, and strategie
PRESENTED BY
Kieran Hoare
ILP Director -
Merthyr Law
, Brisbane
Date/Time
Thursday 18th July 2024
Vic, NSW, Qld, ACT, Tas: 1.30pm to 2.30pm
SA & NT: 1.00pm to 2.00pm
WA: 11.30am to 12.30pm
About the Webinar
The lifecycle of an SMSF is more often than not a long one, and during that time the ups and downs of life are simultaneously happening to the trustees and members. This session explores the issues that can arise when members and trustees don’t always see eye to eye, and strategies that can be used to minimise any collateral damage, including:
- The types of disagreements and disputes that can arise between trustees and members that impact the fund
- How a fund’s deed can address in-house disagreements and disputes
- Common issues arising since the introduction of the “up to 6 member” fund that are adding to internal disputes
- Strategies to consider when trustees reach a stalemate, including:
- when the ATO have a power to assist with resolving a dispute
- forced exit under deed provisions
- mediation
- the court process
- Implementing the exit of a member when processes or relationships have broken down involving:
- family members in dispute
- marital breakdowns
- business partners
- Strategies to consider when disputes occur and the main SMSF asset is real estate
- Does settling an in-house dispute differ depending on whether individual trustees or a corporate trustee is involved?
- Case study
Presented By
Kieran Hoare
ILP Director, Merthyr Law Brisbane, QLDWho Should Attend?
This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Certificate
Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]