30 September 2021 - How to distribute a SMSF Estate

With more than $800 billion in SMSF assets and an ever growing older membership estate planning within a fund is crucial. But there are so many mistakes from passing super benefits to an estate to not knowing who a financial dependant is.

In this session, Grant Abbott, SMSF guru, will provide a how to guide and flowchart on what to do when a member dies. If a deceased member's SMSF estate is not paid out with 6 weeks there is something seriously wrong. And did I mention my suggested flat rate fee for dealing with a SMSF estate?

30 Sept 21 - How to Distribute a SMSF Estate

Links Sheet - How to Distribute an SMSF Estate - 30 Sept21