Skip to main content
shopping_cart

Your shopping cart is empty

Estate planning and winding up an SMSF presentation

Published on 09 Nov 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

As the population ages SMSF trustees & their advisers will be faced with the prospect of winding up an SMSF. This presentation considers the last ‘stage’ in the lifecycle of an SMSF, including:

  • ageing trustees – options if trustees become incapable of running their SMSF
  • death in a single member fund – who takes on control, and what options do beneficiaries have?
  • death of the ‘final’ pension or accumulation member in an SMSF
  • practical issues on winding up an SMSF, tricks and traps to look out for.

Author profile:

Author Photo - Cindy MCDONALD
Cindy MCDONALD

Click here to expand/collapse more articles by Cindy MCDONALD.
 

This was presented at Super - Are You Getting All The Benefits? .

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

Individual sessions






Further details about this event:

 

Copyright Statement