The SMSF estate planning narrative – Joining the dots and bringing it all together with common conference themes and other current SMSF estate planning issues

National Conference 2022

There are many estate planning decisions that have an impact on how we run SMSFs, and many decisions for SMSFs that impact members’ estate planning.

So, it is appropriate to end the conference with a look at the current issues in estate planning with SMSFs, and how other topics covered over the course of the conference interact with, or counteract, estate planning intentions.

By attending this session, you will be able:

  • To be able to identify the current issues in estate planning with SMSFs
  • To understand the importance of, and when to, review estate planning where there are funds in an SMSF
  • To understand how common SMSF decisions can impact on estate planning.

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

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. 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 bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association