Advanced search

Top Navigation

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
  • And much more!

To register, click here.

Can’t watch live? No problem. Simply register and you’ll still have access to a recorded version.


Print Friendly, PDF & Email