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SMSF Succession Planning webinar
Bryce Figot, Special Counsel of DBA Lawyers, is very excited to be presenting an SMSF Succession Planning webinar on Friday 24 November 2023. Bryce will present a practical, step-by-step guide on how to ensure that a member’s SMSF benefits are appropriately dealt with upon their incapacity or death.
It is designed for financial planners, accountants, auditors, SMSF administrators and lawyers who want a comprehensive guide to SMSFs and succession planning.
The topics will be presented as a step-by-step guide, with practical case studies to illustrate their real-life application.
The topics address:
- The latest on electronic execution across all Australian jurisdictions
- What the High Court’s SMSF binding death benefit nomination decision in Hill v Zuda [2022] HCA 21 means for your practice
- How to prepare binding death benefit nominations (and for non-lawyers: how far you can assist without ‘engaging in legal practice’)
- What you should check that your client’s lawyer has inserted into your client’s will regarding superannuation (or, for lawyers: what you should insert into your client’s will)
- How to ensure that the correct people control an SMSF upon loss of capacity and upon death
- Reversionary pension nominations: when they are needed and how to implement them
- What documentation is needed to quickly withdraw benefits
- Managing conflicts, particularly regarding second spouses, trustees and executors/legal personal representatives
- How to build an SMSF-appropriate enduring power of attorney
To register, click here.
Can’t watch live? No problem. Simply register and you’ll still have access to a recorded version.
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