#104 – Securing succession of SMSFs as part of an estate plan    

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: 

• key strategies to leverage at the time of establishing an SMSF 

• hygiene issues with maintaining originally implemented strategies 

• when – and how – initial strategies should be iterated  

• a deep dive into the key triggering events  

• case study exploration of key second order consequences   

For access to more webinars and resources join one (or all) of the View Communities. 

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. 

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. 

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 customers in holistic Estate Planning  

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

Related articles and resources: 

PODCAST:  #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success 

PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster 

Listen to View’s previous episodes here 

Podcast: Play in new window | Download

Subscribe: RSS