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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
EON 35: SMSF Succession
Manage episode 153064734 series 1080272
By Mark Wenzel and Mark Wenzel - Principal EON Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
EON speak with Nathan Papson from Papson Legal about Succession Planning for your SMSF. Succession planning deals with the important issue of incapacity. If there are no succession plans in place, the fund can be locked up, limiting the access and adding unnecessary burden when you require clear access.Managing a SMSF requires more than investment selection. In terms of priorities your Succession planning should be high on the list. This podcast tells you how to prepare for Succession and why!Compound your wisdom!
81 episodes
