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SMSF: Divorce & Disqualification Webinar 2022

Recorded 7 September 2022. The risk and impact of unplanned events on an SMSF - and how you need to respond

What to plan for (and do) when clients divorce
Creating an Investment Strategy that withstands market changes
The actions to take when a member is facing disqualification

Recorded 7 September 2022

For advisers, the unplanned should not be unexpected (we’ve just been through a pandemic people).

The SMSF: Divorce & Disqualification Webinar walks you through the planning for, and actions you need to take, to mitigate the risk and impact of unplanned events and manage those events when they occur.

Setting up a client’s plan is great, but life can throw curveballs at an otherwise stable retirement vehicle. Understanding where things can take a turn within a fund and how to remedy those matters is fundamental for advisers assisting SMSF clients.

Total 1.25 CPD Hours

Divorce

Disqualification

The steps you need to take when your clients tell you they are getting a divorce
Understanding the practicalities when splitting member balances because of a divorce
Understanding your role and where legal professionals/other advisers are required
Road-blocks fund's face when dealing with divorce and how to resolve them

Identifying when a member of an SMSF is now a disqualified person
Can an SMSF still exist with a disqualified person?
Identifying the changes that need to be made and the ramifications of not changing

Jason Hurst

Technical Superannuation Adviser

Jason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Advice Association Australia (FAAA) as a subject matter expert for the CFP Capstone certification and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle, is a SMSF Specialist Advisor, and holds the Certified Financial Planner (CFP) designation.