Resources
SUPERSPLITTING BOOK
CURRENTLY OUT OF PRINT. NEW EDITION DUE IN 2024. ELECTRONIC COPY AVAILABLE FOR SUBSCRIBERS.
Stephen Bourke is the author of SuperSplitting for Family Lawyers (2011), the leading text on the splitting of super.
The textbook covers all the essential information on the super splitting legislation including a dedicated chapter for self managed super. Other topics are the design of orders and agreements as well as the trustees responsibilities.
It is an excellent summary of the super splitting laws complete with tips and traps. It is a must have for any practitioners who practice in the area of family law.
SPLITTING DOCUMENTS FOR ACCOUNTANTS & SMSF TRUSTEES
After an SMSF split, practitioners should inform the administrator (usually the accountant) for the self-managed super fund and SMSF Trustee (usually the parties) about the need for SMSF Family Law documents under the SIS Regulations. The documents are mandatory. Penalties may apply if not completed.
The Documents List contains:
- Covering letter
- Trustee resolutions
- Payment split notices
- Relevant family law notices
- Other relevant forms including trustee forms as well as member and non-member spouse forms
- SMSF Family Law SuperSplitting Memo
The “Learn More” link below will take you to the DBA Lawyers Website for preparation of the List of Documents
WEBINAR
SuperSplitting offers 6 x Webinars every year. The Webinars are a graded introduction to the splitting of superannuation. We have a single fee for each webinar of $550 (incl GST). Subscribers can register for these webinars for free as part of their subscription:
- The Basics of SuperSplitting
- Drafting of Orders and Agreements
- Self Managed Super Tips and Traps
- Defined Benefit Super Tips and Traps
- Masterclass on a Specialised Topic
Super Splitting basics is essential for new practitioners with up to five years post admission experience.
Each year there is an annual review of cases related to superannuation that have occurred during the year. Each webinar will entitle you to 1 CPD point (check with your local Law Society to confirm).
UPCOMING
Masterclass: Pension cases and the new regulations
Live from - 4:00 pm 31st October 2023
RECENTLY RECORDED
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