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5 SMSF Estate Matters You Must Talk to Your Client About

Published on 23 May 2019 | Took place at Leonda By The Yarra, Hawthorn, VIC

This event covered the following topics:

  • an dnduring power of attorney
  • a BDBN
  • reversionary pensions
  • attention to control of the SMSF – making sure the right people will hold the reins
  • determining whether a pension will be paid and attending to transfer balance cap issues.

Individual sessions

5 SMSF estate matters you must talk to your client about

Author(s):  Heather GRAY,  William Moore

This paper covers:

  • dealing with control of SMSFs
  • powers of attorney
  • transfer balance cap strategies
  • using binding death nominations
  • recent cases.




Materials from this session: