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Recurring SMSF estate planning traps

SMSF Adviser "Recurring SMSF estate planning traps"

Chris Morcom
Partner/Private Client Adviser
10 Dec 2015

The average SMSF balance is increasing and with a number of common issues still arising with SMSF estate planning, it’s vital SMSF practitioners are able to identify where some of the holes may be in relation to their client’s documents 

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Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.