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 upcoming session 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 in this Webinar:

1. The Tidal Waves of Change: From heartbreaks to health scares, discover the triggers that can upend a fund’s trusteeship.
2. Corporate Trustees: What needs to happen when switching and/or maintaining to a corporate trustee
3. Smarter SMSF platform: A guided tour of the suite of documents available on the Smarter SMSF platform to assist with these changes.
4. Beyond the Basics: understanding all the documentation required, going beyond the scope of ASIC’s reporting obligations.

In addition, time will be spend looking at the requirements for adding and removing members within an SMSF to ensure that the fund remains a Complying SMSF, and the updated forms that are available in dealing with fund membership.

Speaker

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