The Financial Planning Association of Australia The Financial Planning Association of Australia

Sunraysia Member Breakfast Seminar

Thursday 17 March, 7:15am – 9:30am 

The FPA Sunraysia Chapter invites you to attend a Member Seminar on Thursday 17 March, to hear from guest speaker Julie Steed, Technical Services Manager at IOOF who will present on the topic of ‘death benefit disasters’

Through practical case studies, Julie will review some of the common (and not so common) mistakes that are made in respect of super death benefits and how to avoid them.  

In this session Julie will discuss a number of recent legal cases and cover topical issues that can result in superannuation death benefit disasters, particularly in SMSFs including:
Beneficiary nominations
Trustee structures
Death benefit payments
Pension requirements

We hope to see you there.

Cost: Complimentary to attend for FPA Members and $15 for Non-members
RSVP:By Thursday, 10 March 2016

IMPORTANT: To register click on the “Register Myself” button, select registration type (if applicable) and then click on “Proceed to Checkout” to ensure you have registered for this event.

Chapter: VIC-Sunraysia
Venue: Quality Hotel Mildura Grand
Address: Mildura VIC 3500

FPA Sunraysia Member Brerakfast Seminar Booking: Member = $0.00, Non-Member = $15.00

Contact: [email protected]