2019-08: Aging SMSF clients

Whilst the age profile of new SMSFs is lowering, more than 1 in every 5 members within a SMSF is over the age of 70 years, with an average member balance of greater than $1.0 million.

Without the right knowledge and tools to help your clients through these critical issues, you can leave the members, their families and your business exposed.

Join Aaron for this upcoming webinar where he explores a range of important and practical issues in dealing with Aging SMSF clients. Using a case study, he discusses issues and ideas around succession and control, estate planning, the payment of income streams, fund assets and alternates/exiting considerations.