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Melbourne February Breakfast Club

Thursday, 27 February 2020 - 7:30 AM to
Thursday, 27 February 2020 - 9:00 AM
Leonda by the Yarra 2 Wallen Road, Hawthorn, VIC Australia

Registration Time: 07:15:00 AM

Member Price: $250.00

Non Member Price: $295.00

CPD hours:1.50

SMSF and Asset Protection from Creditor Claims

SMSFs generally provide good asset protection from creditor claims, in particular, the protection of benefits. Although, it is not all smooth sailing, as, like any asset owner, SMSF trustees can be subject to creditor claims and must therefore consider asset protection strategies. This session will examine these issues, including:

  • When and how contributions can be clawed back
  • How benefits are protected from creditor claims and when they can be at risk
  • How SMSF assets can be attacked and protected
  • The effect of bankruptcy of a member on an SMSF

Presenter: Phil Broderick, CTA, Sladen Legal

Phil Broderick, CTA, is a principal of Sladen Legal and heads its Superannuation team. He is member of a number of superannuation-related committees. This includes being the chair of The Tax Institute’s Superannuation Committee and the chair of SISFA’s Technical Committee. He is also a member of number of the ATO’s superannuation liaison groups, including the Superannuation Industry Relationship Network (SIRN) and the Superannuation Industry Stewardship Group (SISG). He is also heavily involved in liaising with Treasury and the ATO in relation to the implementation of new superannuation laws and administrative practices. Phil is listed in the 2020 Best Lawyers for Superannuation Law in Australia. Phil’s areas of practice include superannuation, estate planning and succession, duties and state taxes, trusts, federal tax and business structuring. He is a regular author and presenter. His articles have featured in The Tax Institute’s Taxation in Australia journal and CCH’s Super News. He has presented at seminars and conferences conducted by The Tax Institute, the Television Education Network, Legalwise and various accounting bodies.

Special Offer

Subscribers to the Tax Institute’s 2020 Breakfast Club Series can receive $100 off each attendee’s registration to full day events, including: Tax & Family Law Intensive (February 2020), Super Day (March 2020) and Business Structures Day (April 2020).