SMSFs – payment of benefits after the death of a member – who decides?
TAKE AWAY POINTS If you have a self managed super fund, get advice from an experienced estate planni...
Are you a director?
New and compulsory director identification number (director ID) – for all existing and future dir...
Has your superannuation become a substantial asset? If the answer is YES, this article is important.
Did you know… you cannot gift your superannuation to a family member when you die. With two except...
SMSFs – Planning ahead using enduring power of attorneys
An attorney can: replace a trustee or director (of the trustee company) of an SMSF if the trustee/di...
What happens to a family trust if the trustee* dies?
There is no ‘one size fits all’ answer. The scenarios provided in this article outline the sol...
5 essentials for SMSF members in pension phase
As many SMSF members are now in pension phase and superannuation in general is a major asset for Aus...
Sole member SMSF: What happens to my super when I die?
The Trustee/s for a sole member SMSF fund The Trustees make the decisions in relation to the Fund. F...
Selling the family home and not enough in your super for retirement?
Good news.. from 1 July 2018, people over 65 years who have owned their family home for more than 10...