Family Fortunes: SMSFs and Trusts, Katie Timms, Partner, RSM Australia

As the tax landscape evolves, particularly under Division 296, advisers and accountants are re-evaluating how wealth is best structured and preserved across generations. This session explores the complementary roles of SMSFs and family trusts in managing tax, control, and succession outcomes for high-balance and intergenerational clients.
Through case studies Katie will examine when and why a trust might be the ideal companion to an SMSF. Attendees will gain a deeper understanding of how these two structures can work together to balance tax efficiency, estate planning, and wealth transfer in a post-296 environment.