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Managing an Ageing SMSF Client Base

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Working with the rules and proactively identifying and managing risks as your SMSF clients age

Structuring an SMSF to survive a member’s incapacity or death
Avoiding future conflict and a messy legal process
Proactive SMSF succession planning

A Live Instructor Led Webinar

Over 50% of SMSF members are over 60 years of age.

While many retirees have the time and passion to effectively run their SMSF, there often comes a time when this is no longer possible. In these cases, the SMSF may need to be wound up or other trusted individuals appointed to act on the member’s behalf.

These things don’t just happen, pre-planning is required.

The Managing an Ageing SMSF Client Base webinar walks you through the practical issues, risks and the defensive position to effectively work with your ageing SMSF clients.

High profile SMSF court cases have shown us the risks. When SMSF succession goes wrong this can lead to bitter family conflict and large legal bills. These cases have often resulted in unfavourable outcomes for executors or holders of an Enduring Power of Attorney (EPOA) when their plan to act as a trustee or director of an SMSF was circumvented by clauses in a deed or company constitution.

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AU $195 members
AU $235 non-members

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Register Team*

AU $520 members
AU $595 non-members

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Knowledge Shop members, register through the portal for the discounted rate
(new portal | retiring portal)

Total 1.25 CPD Hours

Details

Recorded: 25 October 2023

SMSF Association accredited for 1.25 CPD hours (PETKS231025)

  • 1.25 Regulatory compliance & consumer protection

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 15 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

The Managing an Ageing SMSF Client Base webinar utilises recent case studies and applies them to the common scenarios the profession deals with when working with SMSF clients. We identify the potential ‘red flags’, the considerations and the steps to take:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • Your role and where legal professionals/other advisers are required
  • The practical application of the SMSF trustee rules
  • Who may be able to act as a trustee or director when a member has lost capacity or has passed away?
  • Appointing others as trustees/directors and where it can go wrong
  • The responsibilities of attorneys
  • Where do we go if client has lost capacity and there is no EPOA in place?
  • Thinking of SMSFs and superannuation as part of a wholistic estate plan

Our presenter

Technical Superannuation Adviser

Jason Hurst

Jason Hurst RJason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional Advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Planning Association (FPA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle and holds the Certified Financial Planner (CFP) and the SMSF Specialist Adviser (SSA) designations.