SMSF: ‘Adopting a holistic approach’ – Dealing with estate planning nuances

Financial Services Podcast Network

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in the SMSF sector, as well as highlighting the importance of professionals ensuring they work together to reach the best outcome for their clients.

Listen as they discuss:

• Why a project manager role is vital when professionals collaborate on a client’s estate planning.
• What SMSF advisers can learn from the mistakes of others.
• How taking a holistic approach can help avoid pitfalls in the estate planning process.