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

$275.00$2,995.00 inc. GST

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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

 

Please click here to send an email question to us, or simply ask us on the day.

Session details

Date

16 October 2025

Time

10.00am – 11.00am AWST (WA)
11.30am – 12.30pm ACST (NT)
12.00pm – 1.00pm AEST (QLD)
12.30pm – 1.30pm ACDT (SA)
1.00pm – 2.00pm AEDT (ACT, NSW, TAS, VIC)

If you can’t make it, purchase at least the ‘Our most popular’ package to secure a recording.

Webinar packages

NOTE: Pricing for registration packages applies on an office by office basis – i.e. up to 10 registrants at a single office location, with only one charge applicable. If you would like to register more than 10 team members please email [email protected] for pricing.

Package features The Works Business Class Our most popular Just the basics
Registration for the webinar
Copy of the slides from the presentation
Latest ebook ‘Inside Stories’, featuring over 40 topical insights into strategic tax planning, asset protection, estate planning and succession arrangements from the previous 12 months
Secure weblink of the audio and visual recording of the webinar
A copy of a detailed paper addressing all substantive issues discussed during the webinar (over 5,000 words of technical content)
Answers to 3 additional questions triggered by content delivered in webinar raised within 5 days of the webinar
Priority given to answering all questions posed (‘The Works’ followed by ‘Business class’ registrants) during the webinar
Access to any 2 previous View webinar recordings
Edited transcript of the webinar
Paperback copies of any four books
An additional 90-minute interactive online presentation further exploring via case study example the topics addressed in the webinar, exclusively for your firm, at any time in next 6 months
‘Just the basics’ package registration to all webinars presented by View Legal for next 9 months
Price (GST inclusive) $2,995 $1,320 $495 $275

A link with details for accessing the webinar will be sent to the email address used on checkout.

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