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

New seminars coming soon

Leave us your contact details and be the first to find out when we run one of our popular retirement 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, investment and SMSF seminars.

Please select a topic above to view the available seminars.

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