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Making a Grand Exit: SMSFs and Succession

Making a Grand Exit: SMSFs and Succession

Lisa Monaco
With Lisa Monaco
1 hour CPD

Get strategic to future-proof control of an SMSF and death benefits passing to the “right people” during succession planning.

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Monday 16 June 2025
Ended
Online via Zoom
SMSF succession planning needs to ensure two outcomes: control of the SMSF and payment of death benefits should pass to the “right people”. But how do you future-proof your plan so this actually happens? ⏰ This session is expected to run for 1 hour. Q&As are welcome during the session. ✅ THIS IS A SUBSCRIBER-ONLY EVENT. Use your Tax Nuggets Academy account email to register, and we'll send you a confirmation email with joining information! ▶️ Replays are available only to VIP and Team subscribers of Tax Nuggets Academy. Tax Nuggets Academy is on a mission to provide pain-free CPD for finance professionals. We produce top-notch live learning experiences and awesome resources to go with them. Never fall asleep in training again!