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Seminar & End of Year Celebration | 5 December 2022 | STEP Victoria

05 December 2022

Seminar & End of Year Celebration

Monday 5 December | Allan Swan TEP & Nathan Yii TEP

Topic: Conflicts of interest

STEP Victoria invites you to a seminar presented by Allan Swan TEP and Nathan Yii TEP on ‘Conflicts of Interest’. The seminar will be followed by an end of year celebration, kindly hosted by Aitken Partners.

Mr Swan and Mr Yii will discuss how to resolve the conflict of interest issue that may arise due to an executor’s obligation to maximize the estate and call in the deceased’s superannuation funds and the preference of estate planners to not have their SMSF members execute a BDBN. Together with other estate administrative issues involving conflicts of interest.


SEMINAR DETAILS
DATE: Monday 5 December 2022
TIME: Seminar – 5:30pm – 6:30pm | End of Year Celebration 6:30pm – 8:30pm
COST: STEP Members Free | Non-Members $100
LOCATION: Aitken Partners: Glenelg Room, Level 28, 140 William Street, Melbourne

Registration for STEP Members is free however as this is a catered event, registration is required by the cut off date, Thursday 1 December 2022.

STEP Victoria Members are welcome to invite one non-member to the event free of charge. Please register using the ‘Colleague of STEP’ ticket type. The non-member will be required to enter the name of the member who extended the invitation.

We look forward to sharing the final event of 2022 with our network.

REGISTER HERE

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Details

Date:
December 5
Time:
5:30 pm - 8:30 pm AEDT
Event Categories:
, ,

Venue

Aitken Partners
Glenelg Room, Level 28, 140 William Street
Melbourne, VIC 3000

Organizer

STEP Victoria