When life happens
Your SMSF may see marriage or marriages, divorce, business success or failure, trustees ageing, death and good fortune or loss. What if your relationship with others in the fund changes?
If your SMSF has more than one member, it’s a good idea to have a plan for what will happen if someone becomes ill, dies, loses interest or relationships end.
In this session, Peter Hogan, SMSF Association Head of Technical will focus on the factors that need to be considered in your plan.
Presented by: Peter Hogan, Head of Technical, SMSF Association
Peter Hogan is the SMSF Association's Head of Technical and one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Advisor and former Chair and National Board member of the Association.