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CORPFIN 6001 - Self-Managed Super Distribution & Estate Planning

North Terrace Campus - Semester 1 - 2014

This course will focus on SMSF's and examine estate planning, investment strategies, alternative investments, divorce settlement issues, strategic opportunities and taxation. The course will also cover the pension establishment process and will examine issues such as the use of reserves in the pension environment, the segregation of pension assets, preservation rules, the payment of benefits to members and beneficiaries, the process of asset valuation, court orders and settlement alternatives for Family Law purposes and the process to follow when winding-up a SMSF.

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