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With litigation involving death benefits in SMSFs on the rise, the time is ripe to evaluate your plans and ensure that chances of a dispute occurring down the track are minimised.
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Examining the new frontier of estate disputes
17 September 2021
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8 minute read
In this week’s episode of the SMSF Adviser Show, Cooper Grace Ward partner Clinton Jackson gives hosts Aaron Dunn and Jotham Lian a preview of his upcoming session on succession planning and estate disputes at the SMSF Adviser Technical Strategy Day.
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Clinton discusses growing dispute trends, safeguards to avoid estate disputes, and what he thinks of 6-member SMSFs and the opportunities and issues it brings to the table.
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