Wealth Transfer: Critical insights into estate and succession planning


Estate Planning | Succession Planning | Risk Management

With the increasing number of court cases involving death benefits in SMSFs, greater care should be placed in evaluating discretion or direction approaches when it comes to death benefits.

In this session, gain insights in:

  • The benefits and challenges presented by the trustee’s discretion in paying death benefits
  • The options for and circumstances when that trustee’s discretion should be removed
  • How conflicts of interest affect the payment of death benefits in SMSFs
  • The issues and opportunities in succession planning presented by six-member SMSFs