- Presentations
- Death benefits
National Conference 2024
Nobody wants to think about death or talk about death. But helping your clients get it right before death or incapacity is important – it can’t be fixed after the big events! This workshop is going to take you through some common document disaster scenarios to illustrate the things you need to be talking to your clients about and processes you should follow to ensure that you are not putting your practice at risk. Through realistic case studies, Shirley and Clinton will focus on the universal questions pertinent to each unique SMSF and individual.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association