Twelve SMSF Resolutions for 2012

A Happy New Year to all my readers. The New Year provides us with time to think about and assess goals for the coming year.  Whether we actually achieve them or not, well that’s a whole different matter… I have provide below 12 resolutions that you may with to consider in either setting up or … Continue reading »

Announcements / Estate Planning / Pensions / Professionals / SMSF / SMSF Strategy / Webinars

Next Webinar on Super Death Benefits and blended families

With an increase in the number of blended families now in Australia, it is important to consider how to structure an appropriate and tax-effective financial result for all family members. A lack of proper estate planning in this area could possibly lead to a loss of control of super benefits and ultimately end up in … Continue reading »

Estate Planning / Professionals / SMSF

The malaise of the estate plan; there’s an elephant in the room!!

I am regularly astounded when confronted with clients with significant assets and wealth that they have no estate plan. I’m not just talking about a Will.  Yes, it is an essential ingredient of an estate plan, but it is not a total estate plan. Over the next twenty-five years, Australia will witness the greatest wealth … 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 »

Professionals / SMSF / SMSF Strategy / Trustee education

Important questions in developing an SMSF estate plan

A lot of time is spent by trustees and professionals alike developing wealth through strategies and investment choices.  But far to often we see a lack of estate planning ultimately undo all the hard work that has been achieved over the life of the fund. Case law such as Katz vs. Grossman and Donovan vs. … Continue reading »