Trusts 2013 Superannuation

Superannuation succession planning strategies

Source: Victoria

Published Date: 24 Oct 2013

 

This presentation 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.

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Individual Session

Superannuation succession planning strategies

Author(s): Nathan Papson CTA , Murray Wyatt

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Trusts 2013 Superannuation Succession Estate planning

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