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Superannuation and Forensic Roadshow (Bundaberg)

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Ulton Bundaberg

62 Woondooma Street

Bundaberg Central, QLD 4670

Australia

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Attention Lawyers - An Essential Superannuation and Forensic Accounting Update.

The details are important. Often it’s the small, unnoticed and disregarded details that can make or break a client’s matter. Yes, the matter may seem straightforward on the surface, but difficulties, problems and obstacles are later discovered and can have a catastrophic impact on your clients’ future.

JOIN US for The Devil is in the detail. The Risk is in the Writing, a Superannuation and Forensics-themed lunch and learn session, designed exclusively for Lawyers.

The Devil is in the Superannuation detail.

Let us help you navigate the new super rules, providing you with the knowledge you require to address matters arising from the 1 July 2017, Superannuation changes.

  • Changes to the Transfer Balance Cap (TBC) and how this may wreck your clients’ estate plans?
  • What happens if the TBC is breached?
  • What are the Capital Gains Tax relief traps, when complying with reforms?
  • What are the new contribution rules for non-concessional and concessional contributions?
  • Anti Detriment Deductions - not quite dead yet.

THE PRESENTER

Kylie Wright is one of Australia’s leading wealth management advisors, and certified Financial Planner® as well as accredited Self Managed Superannuation (SMSF) Specialist Advisor™. Kylie Wright is the Wealth Management Partner of Ulton.



The risk is in the Forensic detail.
Just because you have expert advice, does not mean you can always use it. It is critical that Lawyers have a basic understanding of the issues being examined, the importance of what is admissible evidence and how the advice of the expert will assist them in their endeavours. Leveraging off the presenters audit and forensic accounting background, this session will address practical topics and provide you with an in-depth presentation with ‘real’ case studies to help you get more from your “experts”.

  • Tips to avoid wasting time and money on inadmissible expert reports.
  • Due diligence reports - maximising the value and minimising potential risks.
  • Fraud insights - issues impacting not only your clients but also your practice.

THE PRESENTER

Bernard Whebell is Ulton's Audit and Forensic Accounting Partner. Bernard’s forensics expertise has been gained from over 20 years of practical audit and forensic accounting experience. Bernard is recognised as a Business Valuation (BV) Specialist.


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    Date and Time

    Location

    Ulton Bundaberg

    62 Woondooma Street

    Bundaberg Central, QLD 4670

    Australia

    View Map

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