When it comes to estate planning, superannuation is typically one of the largest assets so it’s important to get it right. Unfortunately, as superannuation savings continue to accumulate, the number of death benefit related disputes in the SMSF space is also increasing.

 

In this episode, your host Jessica Griffith speaks to SMSF expert Nicholas Ali to discuss what happens to your SMSF when you die and what you can do to prepare.

 

Subscribe to SMSF Adventures with SuperConcepts here: https://spoti.fi/3xFLLFd

 

LINKS

Are you a financial adviser or accountant who wants to ensure your clients face fewer audit-related issues this year? Register for our upcoming SMSF Masterclass for tips on how to achieve a smoother EOFY audit.

Your presenters will provide insight into what steps you can take to simplify and streamline your audit processes.

Save your spot here: https://bit.ly/3Pw6J2z

 

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

 

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected]

 

CREDITS

Host: Jessica Griffith – Host, SMSF Adventures with SuperConcepts

Guests: Nicholas Ali – SuperConcepts Executive Manager, SMSF Technical Support

 

The information in this podcast is factual information only. It doesn’t contain any financial advice or makes any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you.

 

See privacy information https://bit.ly/3E5H7Uf.