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Home / SMSFs / SMSF estate planning / Webinar: Estate planning considerations for SMSF members

Webinar: Estate planning considerations for SMSF members

Recorded: January 2023

The key issues to consider around death benefits, SMSF control and tax outcomes. What you can do and how to plan in advance.

This webinar is only available to SuperGuide members. Become a member today.

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About the author

Garth McNally

Garth has worked in the Australian Superannuation industry for over 20 years with a specific focus on self-managed super funds. He provides ongoing support and training to individuals as well as to professionals working in the superannuation area, including advisers, accountants and lawyers. He is a regular contributor to industry publications and to the leading professional bodies including Chartered Accountants Australia & New Zealand (CA ANZ).

Learn more about SMSF estate planning in the following guides:
Webinar: Estate planning considerations for SMSF members

Multigenerational SMSFs: Benefits and pitfalls

Webinar: Estate planning considerations for SMSF members

Estate planning and SMSFs: What it is and why it matters

Webinar: Estate planning considerations for SMSF members

SMSFs and estate planning: Issues to consider after the death of a SMSF member

Webinar: Estate planning considerations for SMSF members

SMSFs and estate planning: Key issues that SMSF trustees need to know

Webinar: Estate planning considerations for SMSF members

SMSFs and estate planning: What fund members should consider and plan for

Webinar: Estate planning considerations for SMSF members

SMSFs and estate planning: An introduction

Webinar: Estate planning considerations for SMSF members

Q&A: What should we have in place for when an individual trustee of an SMSF passes away?

Webinar: Estate planning considerations for SMSF members

SMSF death benefits: Who are my dependents and why does it matter?

Webinar: Estate planning considerations for SMSF members

Planning for cognitive decline

Webinar: Estate planning considerations for SMSF members

Losing capacity: The issues for SMSF trustees and what you need to do

Webinar: Estate planning considerations for SMSF members

SMSF estate and succession planning: What’s the difference?

Webinar: Estate planning considerations for SMSF members

Legal case a lesson in proper SMSF admin and record keeping

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IMPORTANT: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions. Comments provided by readers that may include information relating to tax, superannuation or other rules cannot be relied upon as advice. SuperGuide does not verify the information provided within comments from readers. Learn more

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All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

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