Episode Details

For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits.

This interactive webinar will explore a range of strategies advisers can assist SMSF members with including:

• Key strategies to leverage at the time of establishing an SMSF

• hygiene issues with maintaining originally implemented strategies

• when - and how - initial strategies should be iterated

• a deep dive into the key triggering events

• case study exploration of key second order consequences

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