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Published on 26 May 08
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Being a trustee of a self managed super fund brings with it responsibilities. There are many important factors to be considered to ensure that the ongoing administration of the fund is adequate. Advisers need to ensure they are proactive in helping clients create wealth in a tax effective manner in a fund that will be able to be managed efficiently. This paper covers some important factors that should be considered when using a superannuation fund to accumulate retirement wealth. Topics covered include:
what happens when trustees die - interaction with wills
powers of attorney/members suffering legal incapacity
what do you do when members/trustees go overseas?
non lapsing binding death benefit nominations
death benefit disputes
is a death benefit nomination a testamentary disposition capable of challenge under Inheritance (Family Provision) legislation?
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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