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The Guru’s Strategy Breakfast SYDNEY
12 September @ 7:30 am - 11:30 am
From the outset, a Family SMSF must be built with death in mind. SMSF estate planning takes on a whole new hue with a Family SMSF! In this BREAKFAST strategy session, Grant Abbott will look at typical SMSF estate planning, why they fail and how to build an inpenetrable SMSF Will and Auto-reversionary pension. Lots of high level strategy work inside some family case studies.
Specifically, you will learn HOW TO:
Know the difference between a BDBN and an SMSF Will and when to use each;
How to draft, complete and finalise an SMSF Will, including accounts-based reversions, distributions to SMSF Proceeds Trusts and reserve allocations ready for legal sign-off;
How to distribute an SMSF estate and the ten-step plan to put into practice immediately upon the client’s death;
How to take action against a Trustee or adviser to the Fund where your client has missed out on a superannuation death benefit;
How to build comprehensive, secure and certain estate planning into a Family SMSF including a will and EPOA on top of reversionary pensions, SMSF Wills and Family SMSF Proceeds Trusts.
Live and Webinar Tickets available. If you are in Sdyney, we highly encourage you to purchase a LIVE ticket to get the maximum benefit from this session.
3 CPD awarded for all registered attendees.
This webinar is being run by Grant Abbott and is open to all I Love SMSF Members and non-members. Please advise of ILS Membership details in your registration (you will be prompted to input this information). If you are not an ILS Member, you will be required to purchase a full price ticket, or alternatively contact Phil Manhire on firstname.lastname@example.org to discuss membership options.