$160.00 +GST
This training is recommended for all practitioners working with SMSFs.
Upon completion of this training, you will be able to:
This event was be presented live on 28/08/2024.
This training provides 1.25 hours accredited by the SMSF Association.
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.
This webinar walks you through the practical issues, risks and the defensive position to effectively work with your ageing SMSF clients.
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.
Registration to this event includes:
Presented by
This webinar is presented by our partners at Knowledge Shop.