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Estate Planning 101

Mon, 01 May

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Online Event - Zoom

In this session Grant Abbott from LightYear Docs and Abbott & Mourly Lawyers will take you through the basics around SMSF estate planning based on a ten-point checklist from the deed to how to make death benefit payments.

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Estate Planning 101
Estate Planning 101

Time & Location

01 May 2023, 12:30 pm – 1:30 pm AEST

Online Event - Zoom

About the event

In this session Grant Abbott from LightYear Docs and Abbott & Mourly Lawyers will take you through the basics around SMSF estate planning based on a ten-point checklist from the deed to how to make death benefit payments. He will also discuss the difference between a BDBN, SMSF Will and auto-reversionary pensions.

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