Technical Summit 2021
In the last 12 months there have been major new court cases that significantly impact how succession planning for clients. This workshop aims to be interactive and fun, but above all provide practical valuable concretes steps for practitioners to instantly implement for clients.
At the end of the session, you will be able to:
- Identify the key risk areas relating to the death of an SMSF member or incapacity of a member;
- Identify various strategies to address those risks, and;
- Discuss with clients in some detail those risks and the various strategies so that clients can make informed decisions.
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