Tax Seminar – The Dangers of Foreign Residency on Your SMSF and Estate Planning – Traps to Avoid

Residency issues can create unexpected tax consequences and estate complications when planning for your future. The interaction between SMSFs, estate planning, and tax residency is complex, and without careful planning, the risks can be significant.

In this seminar, legal experts Stephen Lau (Principal Lawyer, Tax & Superannuation) and Sophia Johnston (Senior Associate, Wills & Estates) will share practical strategies and insights on how foreign residency can affect your wealth and estate planning.

What will be covered

• How SMSFs and estate planning connect – and the risks if residency is overlooked
• The impact of tax residency on superannuation and estate outcomes
• Planning considerations for incapacity and succession
• Strategies to align SMSFs and estate plans and avoid unintended outcomes
• Key considerations for clients with overseas assets or connections

Who should attend

• SMSF trustees and members
• Financial advisers and accountants
• Business owners and professionals with international connections
• Anyone wanting a clearer understanding of how superannuation and estate planning fit together

Can’t join us in person?

If you’re unable to attend in person, you’re welcome to register for our live stream webinar being held on 16 September. Register here.

This session will provide clear, practical guidance to help you plan ahead with greater certainty – plus you can earn CPD points!

Places are limited, so book early to avoid disappointment.