CPN Roadshow 2025: Managing an aging SMSF client base | Wagga Wagga

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Critical Point Network

CPN Road Show 2025
Managing an aging SMSF client base

Mantra Pavilion

<h2>CPN Road Show 2025</h2><h2>Managing an aging SMSF client base</h2>Many of our clients with significant balances in their self-managed superannuation funds are getting older, presenting critical income tax and general planning issues that need to be addressed.In this session Brad Twentyman and Andrew Yeo will look at planning for the succession of SMSF superannuation balances, the critical issues to address with clients and some of the strategies and contingencies clients are using to mitigate tax risks and provide certainty of outcomes.About BradBrad has specialised in superannuation for over 20 years, operating in the private and public sectors including providing policy and technical advice to Government. ​A significant portion of Brad’s practice involves consulting to larger super funds, particularly on the development of policies and procedures to comply with prudential standards and meet APRA’s best practice expectations. Brad is recognised as a leading industry expert in structuring complex investments in superannuation.Event details:Mantra PavilionThursday, 21 August 202522-30 Kincaid Street, Wagga WaggaTime: Registration at 7.30am for 7.45am start - 9:00amCPD: Delegates are entitled to 1 CPD per hourCost: CPN member FREE | Non members $60RSVP: By COB Tuesday, 19 August 2025Breakfast will be provided. Please advise any dietary requirements when registering.

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