Search

Home > ViewLegal Podcast > #104 - Securing succession of SMSFs as part of an estate plan
Podcast: ViewLegal Podcast
Episode:

#104 - Securing succession of SMSFs as part of an estate plan
Category: Government & Organizations
Duration: 00:29:53
Publish Date: 2025-11-14 21:07:10
Description:

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

Total Play: 0