Recorded Webinar: Succession Planning for SMSFs: Care, Capacity and Control


11th October 2018

Duration:  approx. 1.5 hours

Each member of an SMSF should implement and review a personal succession plan suitable for their individual circumstances. It is the only way to ensure that the right people receive the intended proportion of SMSF assets at the right time, and that the right people maintain control.  This session looks at the key issues involved, including:

  • Why a SMSF succession plan is important
  • Trust deed and succession planning - rules for power to appoint and remove trustees
  • Does your trust deed allow for legal personal representatives?
  • Corporate trustee constitutions - their importance in succession planning
  • Establishing appropriate appointor power
  • Developing a risk management strategy for loss of capacity or unanticipated event
  • Elder abuse and fraud risks with SMSFs
  • The importance of enduring powers of attorney
  • Can the attorney change binding death benefit nominations?
  • Case study - Wooster v Morris [2013] VSC 594
Our presenter

Scott Hay-Bartlem, Partner, Cooper Grace Ward Lawyers, Brisbane

Scott and his team specialise in assisting clients and their other advisers including financial planners with tax and superannuation advice; estate planning, administration and disputes; business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures.

He is a SMSF Specialist Advisor™, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners, and an Accredited Adviser with Family Business Australia.

Scott been selected by his peers for inclusion in the Eleventh Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates and Wealth Management / Succession Planning Practice. He was named the 2016 Brisbane Wealth Management/Succession Planning practice ‘Lawyer of the Year’ and the 2019 Superannuation ‘Lawyer of the Year’.

Scott has been listed in Doyle’s Guide for Queensland Tax lawyers as a recommended practitioner.


This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:
Product Code: WBDOCT18
 Price:  $264.00 (Inclusive of GST)
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