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Recorded Webinars

Recorded Webinar: Succession Planning for SMSFs: Care, Capacity and Control

Each member of an SMSF should implement and review a personal succession plan suitable for their individual circumstances. It is the only way to ensure that the right people receive the intended proportion of SMSF assets at the right time, and that the right people maintain contro
PRESENTED BY Scott Hay-Bartlem Partner - Cooper Grace Ward Lawyers , Brisbane

Date/Time

About the Webinar

Each member of an SMSF should implement and review a personal succession plan suitable for their individual circumstances. It is the only way to ensure that the right people receive the intended proportion of SMSF assets at the right time, and that the right people maintain control. This session looks at the key issues involved, including:

  • Why a SMSF succession plan is important
  • Trust deed and succession planning - rules for power to appoint and remove trustees
  • Does your trust deed allow for legal personal representatives?
  • Corporate trustee constitutions - their importance in succession planning
  • Establishing appropriate appointor power
  • Developing a risk management strategy for loss of capacity or unanticipated event
  • Elder abuse and fraud risks with SMSFs
  • The importance of enduring powers of attorney
  • Can the attorney change binding death benefit nominations?
  • Case study - Wooster v Morris [2013] VSC 594

Presented By

Scott Hay-Bartlem
Partner, Cooper Grace Ward Lawyers Brisbane, Qld

Scott and his team specialise in advising on tax, superannuation, structuring and restructuring, and estate planning and succession. This includes assisting accountants, financial planners, lawyers and other professional advisers with helping their clients deal with these issues.

Scott regularly provides training sessions on superannuation, tax and estate planning and succession issues and is a Fellow Member of the SMSF Association and an accredited SMSF Specialist AdvisorTM.

In addition, Scott is the chair of the SMSF Association and a member of the Society of Trust and Estate practitioners.

Scott is listed in Best Lawyers Australia for Superannuation Law, Trusts and Estates, Wealth Management / Succession Planning Practice. Additionally, Scott was named Best Lawyers’ 2016 Brisbane Wealth Management / Succession Planning Practice ‘Lawyer of the Year’, and Best Lawyers’ 2019, 2022 and 2024 Brisbane Superannuation ‘Lawyer of the Year’.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This Legal CPD webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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