22 February 2022 - LYD Strategy Solution: SMSF Wills v BDBN and SMSF TTs v Will TTs

Grant Abbott invented the SMSF Will in 2007 as a more secure and certain estate planning solution for members of a SMSF. With the increasing rise and challenge of binding death benefit nominations the SMSF Will has stood the test of time. In this session Grant will take participants through the six steps to completing a perfect SMSF and provide recommendations on pricing and why accountants can create without licensing issues.

Links Sheet

Webinar Slides

SMSF Will Client Fact Find