SMSF Association Legal Intensive – When Families, Capacity and Control Collide

As families become more complex and control of wealth increasingly intersects with incapacity, SMSFs and estate planning, the risk of unintended outcomes continues to grow.

In this practical and thought-provoking session, Caite Brewer will explore the real-world disputes and challenges that arise when family dynamics, loss of capacity and SMSF control collide. Drawing on first-hand experience, the session will unpack where structures, documentation and even the best laid plans and intentions can sometimes fail and why many disputes could have been avoided with better planning and earlier intervention.

Through practical examples and insights from real scenarios, attendees will gain a deeper understanding of the risks facing clients, the warning signs professionals often miss, and the strategies that can help preserve control, protect client intent and reduce the likelihood of costly disputes.