View Legal webinar – Securing succession of SMSFs as part of an estate plan (16 October 2025)

For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits.

This interactive webinar will explore a range of strategies advisers can assist SMSF members with including:

1. key strategies to leverage at the time of establishing an SMSF
2. hygiene issues with maintaining originally implemented strategies
3. when – and how – initial strategies should be iterated
4. a deep dive into the key triggering events
5. case study exploration of key second order consequences

Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

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Techniview – For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser – For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)