SMSF succession planning
Over time you may find that you and your partner’s priorities as SMSF trustees change, or one of you may become ill, incapacitated or pass away. Planning for the management of your SMSF as you age, and having a clear legal framework for what happens after you pass away, can be critical to providing financial stability and peace of mind for you and your family.
In our SMSF succession planning seminar our experts will explore:
- how to help effectively manage your SMSF and investments as you age
- what could happen to your super and your SMSF when you pass away
- key considerations for a surviving spouse in relation to managing your SMSF
- possible tax implications when you leave your super to loved ones, and the impact of the $1.6m cap.
Following the seminar, our friendly team of SMSF specialists will be available at an informal reception to answer any additional questions you may have*.
How to register
To book your place please choose a location and time that suits you. If you prefer to book over the phone simply call 1300 852 017.
| Date | Time | Location | Speaker | Register |
|---|---|---|---|---|
|
Wednesday 23 May 18 |
12:30 |
Dixon Advisory Office Level 2, 250 Victoria Parade, East Melbourne VIC |
Speaker: Kane Miller | Book now |
|
Thursday 24 May 18 |
12:30 |
Dexus place Level 31, 1 Eagle street, Brisbane QLD 4000 |
Speaker: David Calvert | Book now |
|
Thursday 24 May 18 |
17:30 |
Dixon Advisory Office Level 1, 73 Northbourne Ave, Canberra ACT |
Speaker: Madison Kennedy | Book now |
|
Friday 25 May 18 |
12:30 |
Royal Pines Resort Ross St, Benowa QLD 4217 |
Speaker: David Calvert | Book now |
|
Tuesday 29 May 18 |
12:30 |
Dixon Advisory Office Level 15, 100 Pacific Highway, North Sydney NSW |
Speaker: Mimi Gomez | Book now |
|
Wednesday 30 May 18 |
10:00 |
Dixon Advisory Office Level 15, 100 Pacific Highway, North Sydney NSW |
Speaker: Mimi Gomez | Book now |
|
Wednesday 30 May 18 |
12:30 |
Quality Suites Beaumont 7 Studley Park Road, Kew VIC |
Speaker: Kane Miller | Book now |
|
Wednesday 30 May 18 |
12:30 |
Dixon Advisory Office Level 1, 73 Northbourne Ave, Canberra ACT |
Speaker: Madison Kennedy | Book now |
|
Thursday 31 May 18 |
12:30 |
Dixon Advisory Office Level 2, 250 Victoria Parade, East Melbourne VIC |
Speaker: Kane Miller | Book now |
|
Thursday 14 Jun 18 |
12:30 |
Pullman 16 Hindmarsh Square, Adelaide SA |
Speaker: Larissa Hall | Book now |
Please select a topic above to view the available seminars.
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