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


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 presentation 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 CTA
Allan Swan CTA
Allan is Director of the Melbourne law firm Swan & Yii Pty Ltd. Allan acts for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control. Allan’s particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family disputes or vulnerability. Allan works with private clients and their accounting, financial advisers and legal practitioners in relation to the legal aspects of asset and wealth management. Current at 18 September 2013 Click here to expand/collapse more articles by Allan SWAN.

This was presented at Super appreciation - A sensory analysis.

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Individual sessions

Recent cases relating to SMSFs, compliance and super reform

Author(s):  Nathan Burgess

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