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STEP Australia & SMSF Association – In-STEP with SMSFs

06 June 2024 - 08 June 2024

STEP Australia & SMSF Association present: In-STEP with SMSFs

Experience a half-day, virtual program presented by the biggest names involved in the Australian Estate Planning sector.

The SMSF Association is delivering this virtual event in conjunction with STEP, and coming together to enhance the SMSF expertise of estate planning lawyers.

EVENT DETAILS

DATE: Wednesday 5 June 2024

TIME: 09:30 – 13:00

Online Virtual Event

PROGRAM

Unlock the full potential of integrating SMSFs into your clients’ estate plans to ensure the efficient and tax effective transfer of superannuation benefits to chosen dependents with Lyn Formica.

Take your estate planning expertise to the next level by focusing on all the legal and practical steps that must be taken to ensure a smooth transition of a discretionary trust in the face of death or incapacity with Bryan Mitchell TEP.

Engage in a thought-provoking debate on the complex and multifaceted nature of estate planning with Scott Hay-Bartlem TEP, Ann Janssen TEP & Caite Brewer TEP.

REGISTER NOW

STEP Members are invited to register at member rates. STEP Members must create a profile with SMSF, then use the code ‘STEP24’ to receive the discount at check out. If you have any troubles, please email amy.howells@step.org

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Details

Start:
June 6 @ 9:30 am UTC+0
End:
June 8 @ 1:00 pm UTC+0
Event Categories:
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Website:
https://www.smsfassociation.com/estate-planning-exchange-in-step-with-smsfs

Venue

Online Event

Organizer

STEP Australia