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Superannuation Succession Planning Strategies

Published on 24 Oct 2013 | Took place at Leonda by the Yarra, Melbourne , VIC

    This seminar focused on how superannuation can be used as a tool for succession planning and incapacity, a topic that many self-managed superannuation fund (‘SMSF’) trustees may not have considered in detail. In particular it covered:
  • the importance of family dynamics in trustee-member combinations
  • appropriate trustee structures – including advantages of a corporate trustee
  • reversionary pensions, binding nominations and ‘hard wired’ deeds as tools to achieve succession planning
  • planning for incapacity of an SMSF member.

Individual sessions

Superannuation succession planning strategies

Author(s):  Nathan PAPSON,  Murray WYATT

This paper covers:

  • the importance of family dynamics in trustee-member combinations
  • appropriate trustee structures – including advantages of a corporate trustee
  • reversionary pensions, binding nominations and ‘hard wired’ deeds as tools to achievesuccession planning
  • planning for incapacity of an SMSF member.
Materials from this session: