Managing an Ageing SMSF Client Base 2024

Webinar (1.25 CPD hrs est.)

Managing an Ageing SMSF Client Base 2024

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.

Wednesday, 28 August 2024

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