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Succession Planning Webinar

Bryce Figot, Special Counsel of DBA Lawyers, is very excited to be presenting an SMSF Succession Planning webinar on Friday 26 August 2022. 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.

This webinar 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 help illustrate their real-life application.

The topics aim to foster the following skills in attendees:

  • 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!

Register here: https://register.gotowebinar.com/register/2691028745379331600

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

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