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Recorded Webinars

Recorded Webinar: Multigenerational Tax Planning Using SMSFs

SMSFs are designed to help provide for each member’s retirement, but clients are increasingly looking for ways to pass on their super savings to the next generation. One key way is through the use of multigenerational SMSFs. This session looks at how an SMSF can become a multigen
PRESENTED BY Michelle Griffiths Partner - TAG Financial Services , Melbourne

Date/Time

About the Webinar

SMSFs are designed to help provide for each member’s retirement, but clients are increasingly looking for ways to pass on their super savings to the next generation. One key way is through the use of multigenerational SMSFs. This session looks at how an SMSF can become a multigenerational estate planning tool, including:

  • Setting up a multigenerational fund – how to do it and what are the benefits?
  • Understanding the risks that come with sharing control with the next generation
  • How to allocate income and expenses within the fund
  • Recontribution strategies to consider with multigenerational funds
  • How to fund pension phase for the parents
  • Case study: family business real property held within the fund

Presented By

Michelle Griffiths
Partner, TAG Financial Services Melbourne, Vic.

Michelle is a founding Director of TAG Financial Services Pty Ltd, a Chartered Accountant and qualified investment adviser. Michelle is widely known for her practical approach to some very technical topics. She is a recognised superannuation, investment and taxation specialist and consults on all matters relevant to wealth management.

Michelle is passionate about sharing her knowledge. Her case study based presentation style is a welcome change of pace, always providing some practical ideas and discussion points for you to use with your clients.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in superannuation matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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