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Recorded Webinars

Recorded Webinar: SMSFs and Family Law Disputes – A Methodology of Planning

It is clear that in managing an SMSF there is a need to plan ahead for the possibility of family breakdown. This session looks at planning issues to manage the impact of family law disputes on the SMSF, including: What to consider pre-relationship
PRESENTED BY Stephen Bourke Director - SuperSplitting Pty Ltd , Sydney

Date/Time

About the Webinar

It is clear that in managing an SMSF there is a need to plan ahead for the possibility of family breakdown. This session looks at planning issues to manage the impact of family law disputes on the SMSF, including:

  • What to consider pre-relationship
  • Use of financial agreements pre-relationship
  • Binding death benefit nominations - importance of aligning with trust deed
  • Issues to consider upon separation:
    • trustee liability
    • effect of binding death benefit nominations
  • Issues to consider in property settlements and divorce
  • Valuing SMSF assets
  • Fulfilling SIS requirements where benefits are split on divorce
  • Dealing with third parties in the SMSF in family breakdown
  • Case studies – covering pre-relationship, upon separation and on property settlement
  • Dispute resolution clauses in Deeds

Presented By

Stephen Bourke
Director, SuperSplitting Pty Ltd Sydney, NSW

Stephen Bourke is a Director of SuperSplitting, an internet based superannuation law practice, specialising in Super and Family Law.  In his former life, he was head of the Family Law Division of the Commonwealth Attorney-General’s Department and was a project leader for the legislative amendments on superannuation and family law.

Stephen is author of the leading text on the subject of superannuation splitting Super Splitting for Family Lawyers published in 2011 and is an active member of the Self-Managed Superannuation Professionals’ Association of Australia (SPAA).

Stephen appears in court as an expert witness in complex superannuation matters involving SMSFs as well as providing strategic or technical advice to parties that are negotiating settlement or collaborating.

SuperSplitting was started in 2002 and also assists trustees of self-managed funds, in conjunction with DBA Lawyers in Melbourne, to provide advice and documents after the split of an SMSF.

In his spare time, Stephen enjoys spirited discussions about the technicalities of statutory and court order drafting, skiing with friends and family and being a masterchef in the kitchen.

Who 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 Information

Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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]

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