Skip to main content
shopping_cart

Your shopping cart is empty

The use of binding nominations, reversionary pensions and powers of attorney with SMSFs paper

Published on 22 Aug 12 by VICTORIAN DIVISION, THE TAX INSTITUTE

When considering and advising with how super benefits can be dealt with on a member's death or incapacity it is crucial to have the right 'tools'. This paper examines some of those tools, including:

  • How binding death benefit nominations, reversionary pensions and enduring powers of attorney (financial) operate or can fail
  • How these instruments can work together in the super/estate planning arena
  • When binding nominations and reversionary pensions take precedence over the other
  • Illustrating how an enduring power of attorney (financial) can be used where a trustee loses capacity.

Author profile:

Author Photo - Allan SWAN
Allan SWAN
Current at 19 January 2010 Click here to expand/collapse more articles by Allan SWAN.
 

 

This was presented at Super appreciation - A sensory analysis .

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

Individual sessions

Recent cases relating to SMSFs, compliance and super reform

Author(s):  Nathan Burgess

Materials from this session:






Further details about this event:

 

Copyright Statement
click to expand/collapse