SMSF Association Legal Intensive – No Plan and a Death or Disability? It’s a Super Crisis!

Drawing on legal, technical and practical insights from real client scenarios, this session from the SMSF Association’s SMSF Legal Intensive will equip advisers, accountants and estate planning professionals with strategies to better manage risk, preserve client intent and improve outcomes.

When there is no plan in place, what happens next? This is not a rare event. It is a recurring professional reality.

In this practical and eye-opening session, attendees will explore the real-world consequences that arise when clients fail to put effective estate and SMSF succession plans in place. Drawing on practical insights and real client scenarios, the session will unpack the confusion, delays and unintended outcomes that can follow when critical decisions are never addressed.

Join Peter as he examines the challenges professionals encounter when there is no clear direction for families, advisers or trustees to follow, particularly within SMSFs, where control and entitlement do not always align. Attendees will gain a deeper understanding of the risks created by inaction, the assumptions clients commonly make, and the practical steps professionals can take to identify planning gaps earlier and help clients avoid preventable complications.