01 May 2023 - Estate Planning 101 with Grant Abbott: Secure Your Client's Future
In this session Grant Abbott from LightYear Docs and Abbott & Mourly Lawyers will take you through the basics around SMSF estate planning based on a ten-point checklist from the deed to how to make death benefit payments. He will also discuss the difference between a BDBN, SMSF Will and auto-reversionary pensions.
Attachment:
- Slides
- SMSF Estate Planning 101 - Resources
- The Guide to Protecting Family Wealth
- The Guide to Testamentary Trusts
- 30 Years of Strategies Event - In Person
- 30 Years of Strategies Event - Live Streamed