24 June 2021 - Six Member SMSFs Strategies, Traps and Issues

At LightYear we are all about family wealth protection, succession, asset protection and estate planning. And look no further than the SMSF as the ideal family wealth protection vehicle with its super low taxes, ideal asset protection and now room to have multiple members. The six member SMSF will be looked at by many accountants and administrators as a hindrance but for me and most of our advisers, the Family SMSF sits sweetly with all of our other succession, asset protection and estate planning strategies.

In this session Grant Abbott, Michael Jeffriess and Tim Munro - all directors of SAPEPAA will walk you through the changes, how to build a Family SMSF properly with different investment strategies, adding members without needing to make them trustees and running the fund from an administration point of view. A great session to get your mind juiced and strategically thinking.