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EON 35: SMSF Succession

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Manage episode 153064734 series 1080272
Content provided by Mark Wenzel and Mark Wenzel - Principal EON Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Wenzel and Mark Wenzel - Principal EON Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

  continue reading

81 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on August 30, 2021 22:09 (3y ago). Last successful fetch was on August 10, 2019 01:07 (5y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 153064734 series 1080272
Content provided by Mark Wenzel and Mark Wenzel - Principal EON Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Wenzel and Mark Wenzel - Principal EON Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

  continue reading

81 episodes

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