SMSFs - opportunities and risks for older members

For those with a self-managed super fund, what happens if you become incapacitated or when you die? It’s not the cheeriest of subjects, but it’s important to plan well in advance, for your peace and that of your loved ones.

That’s according to tax specialist, Michael Jones, Superannuation and Business Advisory Partner at Mazars, who details the opportunities and risks for older members of SMSFs.

Published: 01/03/2023

Audio by Business Essentials Daily. For more Business Essentials Daily podcasts visit: https://bedaily.com.au/episodes/

Want to know more?

First name^*

Family name

E-Mail^*

Company name

How did you find us?^*

Message^*

I accept to receive further communications from Mazars

I accept that Mazars will process my personal data for the purpose of handling my request^*

^* mandatory fields

Your personal data is collected by Mazars in Australia, the data controller, in accordance with applicable laws and regulations. Fields marked with an asterisk are required. If any required field is left blank, it will not be possible to process your request. Your personal data is collected for the purpose of processing your request.

You have a right to access, correct and erase your data, and a right to object to or limit the processing of your data. You also have a right to data portability and the right to provide guidance on what happens to your data after your death. Finally, you have the right to lodge a complaint with a supervisory authority and a right not to be the subject of a decision based exclusively on automated processing, including profiling, that produces legal effects concerning you or significantly affects you in a similar way.

SMSFs - opportunities and risks for older members

Want to know more?

Contact us

Australia wide

Meet our local team

Discover our offices

Or use our contact form