What happens when family dynamics shift, planning falls short, or changing laws reshape long-standing estate and succession strategies?

Join us to explore the increasingly complex intersection of SMSFs, estate planning and succession risk.

Across three specialist sessions, experts from both associations will explore the challenges reshaping superannuation and estate planning – from modern family complexities, incapacity and succession planning failures through to the emerging implications of Division 296 and the new super death tax.

Drawing on legal, technical and practical insights from real client scenarios, this event will equip advisers, accountants and estate planning professionals with strategies to better manage risk, preserve client intent and improve outcomes.

STEP members, please use Promo Code provided to redeem member pricing