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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
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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.
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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