SMSF Workshop: Estate Planning (Brisbane)

For many people their SMSF will make up the largest part of their wealth as they move into their later years.

This means just as much effort needs to be invested when it comes to ensuring SMSF assets go to who you want them to on death as other personally owned or business assets.

Workshop Content

In this workshop we will cover:

  • Components of a solid SMSF estate plan
  • Your personal Will does not cover your SMSF!
  • Tax on death and how to avoid it
  • Maximising the legacy you leave for your family
  • How to avoid estate disputes
  • Choosing the right executors
  • Dealing with blended families
  • Should your Will include provisions for a testamentary trust?
  • Importance of Enduring Powers of Attorneys

The presentation content will cover approximately 40 minutes and we will have plenty of time for any questions and discussion on key areas. The workshop is designed to be interactive and attendees are encouraged to ask any burning questions they have when it comes to estate planning.

Light snacks and refreshments will be provided.

This workshop will be presented by:

Noel Duffy – Principal | Duffy Lawyers

Noel is a business and private client specialist lawyer with over 20 years experience. Noel is a member of the Society of Trust and Estate Practicioners (STEP) in Queensland and has significant expertise in estate planning.

Learn more about Noel here.

Kris Kitto – Director | Superfund Partners

Kris is SMSF specialist who has been working with SMSF trustees for more than 10 years. Kris’ expertise lies in the practical implementation of estate plans for SMSF trustees.

Learn more about Kris here.

Reserve your seat

Eventbrite - SMSF Workshop - Estate Planning (BNE)

Date & Time: Wednesday 25th of November 12.00pm for a 12.15pm start.

Parking & Access

Parking is available at the rear of the Superfund Partners office. Access via 32 Sexton Street Highgate Hill. Limited spots are available however there is typically ample parking available in Sexton Street.

If you have mobility challenges and would like parking space reserved, please contact us and we will organise an appropriate parking space for you.

Gold Coast Workshop

You can also RSVP to the Gold Coast workshop here: SMSF Workshop – Estate Planning (GC)

 

Director at Superfund Partners. I love working in the SMSF space. Self-managed super funds are more than just a savings vehicle - they enable people to truly take control of their financial situation which is key to achieving happiness. Leading the Superfund Partners team is a privilege - they are a great crew and they always put others first.