View Legal webinar – SMSFs: strategies to manage non-death exit events (15 October 2026)

In many estate planning exercises, superannuation held via a self managed superannuation fund (SMSF) is either the second largest – or largest – asset.

As life expectancies grow, so to does the probability that control of SMSF assets will need to be managed prior to a member’s death.

At a minimum it is therefore  critical for all advisers to understand the interplay between the state based enduring power of attorney regime and the federal  rules regulating SMSFs.

This session will explore all the key issues in this regard, including:

  1. The implications of leading recent court cases
  2. The interrelationship between attorneys, SMSFs and binding death benefit nominations
  3. The ability for attorneys to make withdrawals prior to death – and mandate post death distributions via BDBNs
  4. Current strategies in relation to the structuring of appointment of attorneys for SMSFs

 

Would you like access to this previous webinar? Email solutions@viewlegal.com.au to arrange to speak with one of our team.

Want access to more content? Become a member of View Communities.

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)

SKU W151026 Categories , Tag