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

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Published on 09 Mar 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

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 Barrett, CTA, 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 13 March 2017
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Bryce Figot CTA
Bryce is a Director at leading SMSF law firm DBA Lawyers. He practices predominantly in taxation and superannuation law, particularly the law of SMSFs. He is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. He presents extensively to accountants, financial planners and lawyers Australia-wide. Bryce has worked with DBA Lawyers since 2003. He holds both a bachelor degree and a masters degree in law and is an accredited Specialist SMSF Advisor. - Current at 10 December 2015
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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

SMSF audit update key issue to consider

Author(s):  Belinda AISBETT

Materials from this session:

Superannuation interests and pension strategy

Author(s):  Craig DAY

Materials from this session:

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

Author(s):  David BARRETT,  Bryce FIGOT

Materials from this session:

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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