Succession of an SMSF. 11 October 2023

STEP NSW Branch invites you to a seminar with Laura Hanrahan TEP of Hall & Willcox.

This Lunch and Learn seminar will be held in the evening as Hall & Willcox have kindly offered to host the seminar. The evening will include networking and refreshments post-seminar.

Topic: Succession of an SMSF

There are several traps when preparing a succession plan involving an SMSF. It is important to understand the rules for succession and control of SMSFs and to set in place strategies to ensure your clients assets are passed to their intended beneficiaries in the most effective way. This includes strategies for blended families and withdrawal of superannuation in the event a client suffers from a terminal illness. We’ll look at current legislation, leading case law and some case studies to demonstrate how interests in an SMSF can be dealt with as part of a comprehensive estate plan.

Venue: Hall & Willcox | Level 18/347 Kent St, Sydney NSW 2000 OR Online via Webinar

For further information or assistance, please contact [email protected]

In-person attendance is available for this seminar. As this seminar has the option of 'in-person attendance' or 'remote attendance', please ensure you select the correct ticket type when registering for the event.

The seminar will be recorded and the recording will be sent to registered attendees within 7 days of the seminar.

Please note: If you are attending by live stream, the link to join the live stream will be sent to each ticket holder via email two hours before this event through the Eventbrite system.

Important reminder: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

Speaker | Hall & Willcox

• Laura Hanrahan TEP, Special Counsel

Laura works with families to provide tailored personal and business succession solutions. Her tailored succession planning includes drafting complex wills, testamentary trusts, enduring powers of attorney, discretionary trusts, self-managed superannuation trusts, binding death benefit nominations and deeds of family arrangement.

Laura also practices in the administration of deceased estates, guardianship and administration disputes, estate and trust disputes.

Every family is different and Laura enjoys using her creativity to help clients create a succession plan which works for them.

Awards and Recognition:

• 2020 to 2023 Best Lawyers in Trusts and Estates and Wealth Management / Succession Planning Practice.
• 2021 and 2022 Doyle’s Guide recommended wills, estates and succession planning lawyers in Queensland.