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The most important case ever in SMSF succession planning.... and what it really means

Publication date: 06 May 14 | Source: AUSTRALIAN SUPERANNUATION LAW BULLETIN

Issue: Vol 26 No 1-2 Mar 2014

Pages: pp 7-8


The recent decision of Wooster v Morris is the most important decision ever regarding self-managed superannuation fund (SMSF) succession planning. All SMSF practitioners must be aware of its facts and its vital lessons. However, the key message might be getting lost in the industry, namely, what matters is the identity of who is holding the purse strings upon death or loss of capacity.

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Author profile

Bryce Figot CTA
Bryce is a Director at leading SMSF law firm DBA Lawyers. He practices predominantly in taxation and superannuation law, particularly the law of SMSFs. He is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. He presents extensively to accountants, financial planners and lawyers Australia-wide. Bryce has worked with DBA Lawyers since 2003. He holds both a bachelor degree and a masters degree in law and is an accredited Specialist SMSF Advisor. - Current at 10 December 2015
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