Aligning Estate Plans With SMSF Strategies

The proliferation of self-managed superannuation funds together with increasingly complex estate planning challenges means that advisers need to tread carefully when advising their clients on how to optimise SMSF investment strategies in line with the estate plan. This session examines SMSF issues and opportunities that arise from an estate planning perspective.

Featuring: Graeme Colley, SuperConcepts, Sydney

[36.10 minutes] [0.60 CPD hours]

© Television Education Network Pty Ltd 2020

Product Code: PAH7383
 Price:  $33.00 (Inclusive of GST)