SMSF Borrowing Arrangement Webinar -1 CPD Point

Courses > Other > CHECKPOINT Learning > AU EVENTS > SMSF Borrowing Arrangement Webinar -1 CPD Point

 

                                            Webinar

Date             Wednesday 18th November, 2015
Time:           1:00 pm - 2:00 pm 
Register here – Webinar

                                      Webinar Bundle

Webinar + the Essential SMSF Guide (valued at $182) - $ 225 (20% discount)
Register here – Webinar Bundle
See pricing table below 

 

Program Overview

This webinar will examine the key issues that advisers need to consider when advising on a borrowing arrangement in a superannuation fund.
Issues like, can a property be developed while a borrowing is in place, how you structure a fund so the property can be developed and can a related party lend to fund will be covered in detail.

Learning Outcomes

  • Understand what steps are required to establish a complying borrowing arrangement
  • Understand the issues to be considered if a related party is lending to the fund
  • Understand whether borrowing in a super fund is the right course of action for your client

Who should attend?

Accountants, lawyers, and financial planners responsible for the monitoring and implementation of borrowing arrangement in an SMSF

Total Cost of program (1 CPD Points)

Price incl. GST

Webinar

$99

Bundle (includes Webinar + the Essential SMSF Guide) @ 20% discount

$225

Presenter

Mark Wilkinson, Director, Wilkinson Superannuation and Financial Consulting Pty. Ltd

Mark has 30 years experience working as a Chartered Accountant, and financial adviser. In the last 20 years, he was the in-house SMSF specialist with DBO, Deloitte Private, Heffron and finally his own business, Wilkinson Super. In each of these roles, he developed specialist superannuation and retirement planning skills which he now uses to provide technical support on superannuation issues to accountants and financial planners.

Mark is the author of guides and books dealing with complex superannuation issues and is a regular presenter for the SMSF Association, CPA, ICAA and the Tax Institute.
Mark works in his practice, Wilkinson Superannuation, which provides services to professional advisers and their clients. 

CANCELLATIONS

Cancellations made 3 days or more prior to the events start date can be rescheduled to a more suitable date or Refunded
Cancellations made less than 24 hours of the events start date or after the event has started: No refund
No shows - No Refund

We are not currently running any courses of this type.

  

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