Estate planning under the new rules
By Graeme Colley
The introduction of the transfer balance cap means many SMSF members will need to revisit their estate planning strategies.
Recently I discussed the areas requiring attention with Darin Tyson-Chan, editor of selfmanagedsuper magazine. Check out the video.
For more caps, traps and strategies around SMSF estate planning, register now for the inaugural SMSF Professionals Day in your state. These technically rich sessions will help you understand the reality of the super reforms and how to use new strategies to best help your clients secure their financial future. With five hot reform topics, including estate planning, over the course of the day, this is an event not to miss.