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

Bookings for our Sydney CBD seminar have reached capacity.

You can still register to join us on 16 September at our Parramatta office or online.

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

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.