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SMSF estate planning disasters, and how to avoid them..paper


This paper covers:

  • trustees thwart deceased’s apparent intentions - Katz v Grossman
  • the ‘legendary oomidoodle bird’ - Donovan v Donovan
  • binding nomination upheld, but… Wooster v Morris
  • non-lapsing BDBNs okay, but take care with wording - Munro v Munro
  • executor not automatically a trustee - Ioppolo v Conti
  • practical application.

Author profiles

David Barrett CTA
David is a Division Director and Head of MAStech at Macquarie Bank. David has more than 20 years’ financial services experience, with expertise in superannuation, taxation and retirement income systems and has qualifications in law, mathematics and accounting. - Current at 30 May 2019
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Bryce Figot CTA
Bryce is a special counsel at DBA Lawyers and is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 17 years and holds a Master of Laws from the University of Melbourne. Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, CPA Australia The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network. Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce wrote the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death, published by CCH Wolters Kluwer. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. He is a Senior Fellow at the University of Melbourne’s Law School, where he is the subject coordinator of Taxation of Superannuation. Bryce is a Specialist SMSF Advisor™ as well as being a Chartered Tax Adviser - Current at 03 February 2021
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This was presented at 13th Annual Superannuation Intensive .

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

Individual sessions

The ATO and SMSFs

Author(s):  Kasey MacFarlane

Materials from this session:

Super property

Author(s):  Peter BOBBIN

Materials from this session:

SMSF update

Author(s):  Graeme COLLEY

Materials from this session:

The new regulatory framework for SMSF advisers

Author(s):  Nidal DANOUN

Materials from this session:

Further details about this event:


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