Recorded Webinar: Multigenerational Tax Planning Using SMSFs


20th September 2018

Duration:  approx. 2 hours

SMSFs are designed to help provide for each member’s retirement, but clients are increasingly looking for ways to pass on their super savings to the next generation. One key way is through the use of multigenerational SMSFs. This session looks at how an SMSF can become a multigenerational estate planning tool, including:

  • Setting up a multigenerational fund – how to do it and what are the benefits?
  • Understanding the risks that come with sharing control with the next generation
  • How to allocate income and expenses within the fund
  • Recontribution strategies to consider with multigenerational funds
  • How to fund pension phase for the parents
  • Case study: family business real property held within the fund
Our presenter

Michelle Griffiths, Partner, TAG Financial Services, Malvern East, Vic

Michelle is a Partner at TAG Financial Services and has been with TAG since the firm’s commencement. Michelle leads the Investment Advisory and Wealth division, she explores financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.

Michelle has a highly specialised understanding of superannuation, consulting on a wide range of retirement saving matters with a particular focus on self managed super funds.  She also has advanced technical expertise in the area of retirement and estate planning: Michelle’s consulting services are in high demand by clients of TAG Financial Services and the wider accounting profession.

Michelle is an expert in providing business structuring advice in order to maximise tax planning for business groups.

Michelle has experience in conducting industry presentations, including seminars held by TAG, Television Education Network, CPA Australia and other professional groups.

Michelle is also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring she is qualified to assist clients achieve their financial objectives.


This webinar is suitable for accountants and lawyers advising in superannuation matters. 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: WBSSEP18
 Price:  $253.00 (Inclusive of GST)
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