Estate planning Succession Superannuation

Superannuation succession planning strategies

Source: Victoria

Published Date: 23 Oct 2013


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This paper covers:

  • the importance of family dynamics in trustee-member combinations
  • appropriate trustee structures – including advantages of a corporate trustee
  • reversionary pensions, binding nominations and ‘hard wired’ deeds as tools to achievesuccession planning
  • planning for incapacity of an SMSF member.

Individual Session

Superannuation succession planning strategies

Author(s): Nathan Papson CTA , Murray Wyatt


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Estate planning Succession Superannuation Trusts 2013

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