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Death of a member paper

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Published on 12 Jun 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • to BDBN or not to BDBN
  • formalities of BDBNs
  • is a BDBN like a will?
  • will the SCT have jurisdiction?
  • can complaints be made in relation to an SMSF?
  • to whom and how to pay benefits
  • some problem areas.

Author profile

Ronald Doig FTI
Ron practices in superannuation, taxation and related areas such as estate planning and business and asset structuring. Advice is given to a wide range of clients including the accounting profession and other consultants to the business community, and the financial services industry. Ron is a director of the West Perth firm Munro Doig. - Current at 30 August 2017
Click here to expand/collapse more articles by Ron DOIG.

 

This was presented at Superannuation Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Superannuation regulatory update

Author(s):  Greg BENTLEY

Materials from this session:

Insurance - What you need to know

Author(s):  Naz Randeria

Materials from this session:

Death of a member

Author(s):  Ron DOIG

Materials from this session:

Replacement of the “accountants’ exemption” - The limited licence regime

Author(s):  Mark HALSEY,  Fiona HALSEY

Materials from this session:

All things contributions

Author(s):  Jemma SANDERSON

Materials from this session:

SMSF’s & property

Author(s):  Con GOTSIS

Materials from this session:

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