Life’s curveballs can send trusteeship of a SMSF into a tailspin. Death, divorce, incapacity, or just a strategic switch – do you understand the changes required to remain a complying SMSF? The only constant in life is change, and SMSF trusteeship isn’t immune.
In this webinar recording, we dive into the whirlwind of trusteeship changes with CEO, Aaron Dunn as he unpacks many of the important considerations and challenges when changes are to be made within a SMSF.
What You’ll Unearth:
The Tidal Waves of Change: From heartbreaks to health scares, discover the triggers that can upend a fund’s trusteeship. Corporate Trustees: Why switching and/or maintaining for succession purposes is hugely important. Smarter SMSF platform: A guided tour of the suite of documents available on the Smarter SMSF platform to assist with these changes. Beyond the Basics: understanding all the documentation required, going beyond the scope of ASIC’s reporting obligations.
You can sign up and order documents on the Smarter SMSF platform, by visiting the website, https://smartersmsf.com
