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SMSF: ‘Adopting a holistic approach’ – Dealing with estate planning nuances

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Manage episode 438445010 series 2774996
Indhold leveret af Momentum Media. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Momentum Media eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in the SMSF sector, as well as highlighting the importance of professionals ensuring they work together to reach the best outcome for their clients.

Listen as they discuss:

  • Why a project manager role is vital when professionals collaborate on a client’s estate planning.
  • What SMSF advisers can learn from the mistakes of others.
  • How taking a holistic approach can help avoid pitfalls in the estate planning process.
  continue reading

273 episoder

Artwork
iconDel
 
Manage episode 438445010 series 2774996
Indhold leveret af Momentum Media. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Momentum Media eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in the SMSF sector, as well as highlighting the importance of professionals ensuring they work together to reach the best outcome for their clients.

Listen as they discuss:

  • Why a project manager role is vital when professionals collaborate on a client’s estate planning.
  • What SMSF advisers can learn from the mistakes of others.
  • How taking a holistic approach can help avoid pitfalls in the estate planning process.
  continue reading

273 episoder

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