Estate planning Succession Superannuation

Estate planning and superannuation: current issues

Source: Taxation In Australia Journal Article

Published Date: 1 May 2021


This article discusses the following: when to use reversionary pensions, and when not to; alternatives for when binding death benefit nominations are not the answer; how to correctly pass control of self-managed superannuation funds on death or incapacity " and how not to; and the importance of knowing your trust deeds.

Author Profile
Clinton Jackson

Author Profile
Scott Hay-Bartlem CTA

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Estate planning Succession Superannuation 2021

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