Managing an ageing SMSF client base

Date/time: Wednesday 28 August 2024 12:00PM-01:15PM AEST

$160.00 +GST

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:

  • 1.25 hour live online event with opportunity to ask questions of the presenter
  • Reference notes
  • Recording and materials available to access for 3 months after the event 
  • SMSF Association accredited CPD certificate for 1.25 hours (est.)
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Presented by

Jason Hurst
Technical Superannuation Adviser
Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

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