With over half of all SMSF members aged 55 or over, and one-fifth aged 65 or over, it’s more important than ever to plan for the succession of SMSF benefits, fund assets and funds. This paper will canvass some of the key drivers of SMSF estate planning over the next few years, issues the regulators are grappling with now and strategies you and your clients can use to respond to these challenges.
