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

To book your place please choose a time that suits you. If you prefer to book over the phone simply call 1300 852 017.

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