Tech Essentials – SMSF Succession Planning – Part 1

View this webinar presented by William Fettes, Senior Associate from DBA Lawyers as he discusses SMSF SUCCESSION PLANNING. This webinar one of a two part series.

Topics covered in part 1 include:

• Background on SMSF succession planning
• Death benefits and compulsory cashing
• Death benefit pensions
• Transfer balance cap rules
• Reversionary pensions vs. non-reversionary pensions

This series of webinars is delivered by invited SMSF Association Specialist members, drawing on their knowledge and experience. Each webinar will examine in-depth, central themes and concepts that all advisors must be intimately familiar with in order to provide the most appropriate retirement strategies for their SMSF clients.

This webinar was recorded on 22/6/2018 and the information contained within the presentation was correct as at this time. To ensure the accuracy of this presentation, it will only be available for purchase for 12 months from the date of recording. After this time, it will be removed from our website and from your purchase history.

Details

Knowledge Area:
Benefit Payments, Contributions, SMSF Administration, Taxation
CPD Points:
2

Speakers:

William Fettes

Senior Associate at DBA Lawyers

William has worked with DBA Lawyers since March 2015 where his work focuses on superannuation law compliance, succession planning and taxation in an SMSF context. William presents regularly on SMSF issues across Australia, including for CPA and DBA Network. William has also been published in numerous SMSF publications, including CCH, Taxation in Australia, SMSF Adviser and LexisNexis publications.

William holds a Bachelor of Laws and Bachelor of Arts from Monash University. William is currently undertaking a Master of Laws at the University of Melbourne.