The ageing reality: Essential insights for SMSF professionals

Technical Summit 2024

By watching this keynote session you will:

  • Build an awareness of the critical advice and ethical considerations when working with older clients entering the frailty period of retirement, including the role of EPoA.
  • Assess and evaluate the impact of superannuation decisions on clients’ aged care needs, ensuring comprehensive and future-proof advice.
  • Gain insights into potential legislative reforms and understand the implications for aged care and the broader needs of ageing clients.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association