October 13, 2025

#104 – Securing succession of SMSFs as part of an estate plan

29 minutes

For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits.

This interactive webinar will explore a range of strategies advisers can assist SMSF members with including:

key strategies to leverage at the time of establishing an SMSF

hygiene issues with maintaining originally implemented strategies

when – and how – initial strategies should be iterated

a deep dive into the key triggering events

case study exploration of key second order consequences

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

#104 – Securing succession of SMSFs as part of an estate plan

29 minutes

This interactive webinar will explore a range of strategies advisers can assist SMSF members with including:

key strategies to leverage at the time of establishing an SMSF

hygiene issues with maintaining originally implemented strategies

when – and how – initial strategies should be iterated

a deep dive into the key triggering events

case study exploration of key second order consequences

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

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#104 – Securing succession of SMSFs as part of an estate plan

#104 – Securing succession of SMSFs as part of an estate plan