SMSFs - opportunities and risks for older members

For those with a self-managed super fund, what happens if you become incapacitated or when you die? It’s not the cheeriest of subjects, but it’s important to plan well in advance, for your peace and that of your loved ones.

That’s according to tax specialist, Michael Jones, Superannuation and Business Advisory Partner at Mazars, who details the opportunities and risks for older members of SMSFs.

 

 

Published: 01/03/2023

Audio by Business Essentials Daily. For more Business Essentials Daily podcasts visit: https://bedaily.com.au/episodes/

Want to know more?

* Mandatory fields. Without this information we will be unable to process your request.

Personal data collected via this form will processed in accordance with our privacy statement, which can be accessed at: https://www.forvismazars.com/group/en/data-privacy-statement


Forvis Mazars Group (Forvis Mazars Group SC) is an independent member of Forvis Mazars Global, a leading professional services network. Forvis Mazars Group SC is a cooperative company based in Belgium and organised as one integrated partnership, operating in over 100 countries and territories. Forvis Mazars Group SC does not provide any services to clients.