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 even pass away. Planning for the management of your SMSF as you mature, and having a clear legal framework for what happens in these circumstances, can be key 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

Date Time Location Speaker Register
12:30 Tuesday 2 Oct 18

Location

Dixon Advisory Office
Level 7, 250 Victoria Pde, East Melbourne VIC 3002

Speaker

Speaker: Ashley Woodhead
Book now
18:30 Tuesday 2 Oct 18

Location

McCracken Country Club
McCracken Dr, Victor Harbor SA 5211

Speaker

Speaker: Larissa Hall
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12:30 Wednesday 3 Oct 18

Location

Pullman
16 Hindmarsh Square, Adelaide SA 5000

Speaker

Speaker: Larissa Hall
Book now
12:30 Wednesday 3 Oct 18

Location

Dixon Advisory Office
Level 15, 100 Pacific Hwy, North Sydney NSW 2060

Speaker

Speaker: Mimi Gomez
Book now
17:30 Wednesday 3 Oct 18

Location

Nunyara Conference Centre
5 Burnell Dr, Belair SA 5052

Speaker

Speaker: Larissa Hall
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12:30 Thursday 4 Oct 18

Location

Quality Suites Beaumont
7 Studley Park Rd, Kew VIC 3101

Speaker

Speaker: Ashley Woodhead
Book now
17:30 Thursday 4 Oct 18

Location

Pullman
16 Hindmarsh Square, Adelaide SA 5000

Speaker

Speaker: Larissa Hall
Book now
17:30 Thursday 4 Oct 18

Location

Dexus Place
Level 31, 1 Eagle St, Brisbane QLD 4000

Speaker

Speaker: David Calvert
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12:30 Friday 5 Oct 18

Location

Royal Pines Resort
Ross St, Benowa QLD 4217

Speaker

Speaker: David Calvert
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12:30 Monday 8 Oct 18

Location

Royal Queensland Golf Club
431 Curtin Ave W, Eagle Farm QLD 4009

Speaker

Speaker: Damien Kennedy
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12:30 Tuesday 9 Oct 18

Location

Dixon Advisory Office
Level 7, 250 Victoria Pde, East Melbourne VIC 3002

Speaker

Speaker: Kane Miller
Book now
17:30 Tuesday 9 Oct 18

Location

Dixon Advisory Office
Level 15, 100 Pacific Hwy, North Sydney NSW 2060

Speaker

Speaker: Mimi Gomez
Book now
17:30 Tuesday 9 Oct 18

Location

Dixon Advisory Office
Level 1, 73 Northbourne Ave, Canberra ACT 2601

Speaker

Speaker: Madison Kennedy
Book now
12:30 Wednesday 10 Oct 18

Location

Dixon Advisory Office
Level 1, 73 Northbourne Ave, Canberra ACT 2601

Speaker

Speaker: Madison Kennedy
Book now
17:30 Wednesday 10 Oct 18

Location

Dixon Advisory Office
Level 7, 250 Victoria Pde, East Melbourne VIC 3002

Speaker

Speaker: Kane Miller
Book now
12:30 Thursday 11 Oct 18

Location

Hilton Hotel
488 George St, Sydney City NSW 2000

Speaker

Speaker: Mimi Gomez
Book now

New seminars coming soon

Leave us your contact details and be the first to find out when we run one of our popular education seminars in a location near you. We currently have some exciting topics in the pipeline to help you better manage your savings for retirement including super strategy and SMSF seminars.

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Contact us today for more information by filling out the form or call 1300 852 017.