You are invited to join RSM’s Katie Timms for a review of the common issues to consider when dealing with superannuation, SMSFs and family law.
Superannuation & SMSFs are becoming increasingly complex, especially in a family law situation. Tax issues, valuation traps and managing pension and asset transfer strategies all arise when considering superannuation in a financial settlement. COVID-19 has created further complications with uncertainties around values, cash flow and liquidity.
Katie Timms, Director of Superannuation and SMSF services at RSM will present on:
- SMSFs and valuation of assets during COVID-19
- Considering downward market movements on tax components and Total Super Balance
- Complications with limited recourse borrowing arrangements
- Managing pension and specific asset issues
For further information, please contact Renae Ottaviano on [email protected].
Director, Superannuation and SMSF services
Katie is a Director of the Business Advisory division in Perth. Katie has been with RSM since 2005 and has specialised in superannuation since commencing work as an accountant in 2000. She has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition and tax saving strategies, structural assistance and estate planning.
Date: Thursday 28 June 2020
Time: 3.00pm - 4.00pm AEST
Please note: This is an online webinar. Zoom access details will be provided upon registration