Episode
#104 - Securing succession of SMSFs as part of an estate plan
- Podcast
- ViewLegal Podcast
- Published
- Nov 14, 2025
- Duration seconds
- 1793
- Processing state
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Summary
For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits. This interactive webinar will explore a range of strategies advisers can assist SMSF members with including: Key strategies to leverage at the time of establishing an SMSF hygiene issues with maintaining originally implemented strategies when - and how - initial strategies should be iterated a deep dive into the key triggering events case study exploration of key second order consequences For access to more webinars and resources join one (or all) of the View Communities . Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning Viewruption : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster Listen to View's previous episodes here