On Friday 26 August 2022, Bryce Figot, Special Counsel of DBA Lawyers, will be presenting an SMSF Succession Planning webinar. 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 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
