Advice reforms and trust issues hit the sector again
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Advice reforms and trust issues hit the sector again
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Advice reforms are at the top of the agenda as the sector tries to navigate the fallout of First Guardian and Shield. In this week's episode of the SMSF Adviser podcast, hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF, consider what may be on the card following the announcement from Financial Service Minister, Daniel Mulino. Peter Crump from BDO joins the show to unpack the challenges and nuances of exiting an SMSF after family/business breakdown, or incapacity.
Listen as they discuss
- The importance of addressing exit strategies
- Family dynamics and pressures in estate planning
- Succession planning for business partnerships and SMSFs
- How life experience in advice plays a vital role
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