Another lesson in getting your death benefit nomination right
Estate Planning / Professionals / SMSF

Another lesson in getting your death benefit nomination right

Advisors Beware – “…a rose is in fact a specific flower…” Shakespeare once wrote”… A rose is a rose by any other name…” This may be Shakespeare’s opinion but as far as Justice Mullin is concerned this is not necessarily the case. His Honor presided over a Queensland Supreme Court case determined on the 25th of … Continue reading »

SMSF Podcast Show – Episode #7
Estate Planning / Podcasts / SMSF

SMSF Podcast Show – Episode #7

It is all too often that a lack of appropriate estate planning ends up leading to the courts to resolve disputes over family wealth. With superannuation now a significant part of an individual’s wealth pool, this area is likely to lead to greater dispute through the court system.  Putting in place the appropriate death benefit … Continue reading »

Estate Planning / Pensions / Professionals / SMSF / SMSF Compliance / SMSF Strategy / Trustee education

Can you establish a reversionary pension after a pension has commenced?

The impact of  ATO draft tax ruling, TR 2011/D3 has sparked a significant amount of interest in how income streams are structured for SMSF members, in particular with those who have not originally included a tax dependant reversionary beneficiary in the original terms & conditions of the pension.  The draft ruling states that a pension will cease … Continue reading »

Announcements / Professionals / SMSF / Trustee education / Webinars

SMSF death benefit nominations webinar now available for download

After a successful webinar on SMSF death benefit nominations today, I have now uploaded this session onto the website for those people who were unable to attend. Ian Glenister provided a fantastic insight into the issues and requirements surrounding the different types of death benefit nomination, including the benefits of the SMSF Will. This was … Continue reading »

Announcements / Professionals / SMSF / Trustee education

Join us for our next FREE Webinar on SMSF Death Benefit Nominations

The appropriate structuring of a death benefit nomination for the payment of death benefits from a SMSF is one of the most important considerations a member can ever make. This webinar looks at the types of death benefits nominations available to be used within a Self Managed Super Fund and discusses some of the key … Continue reading »