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 in helping provide some 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.
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