News : Estate Planning

BDBN, Estate Planning, Pensions

Reversionary pension can be replicated

A binding death benefit nomination has the ability to achieve the same estate planning outcome as a reversionary pension.

A binding death benefit nomination has the ability to achieve the same estate planning outcome as a reversionary pension.

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Budget, Estate Planning, Legislation, Trusts

Feedback sought on trust tax operation

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

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Death Benefits, Estate Planning, Tax

Death tax minimisation through strategy

SMSF members can implement certain strategies that can mitigate the effect of the three layers of taxes on death that currently exist.

SMSF members can implement certain strategies that can mitigate the effect of the three layers of taxes on death that currently exist.

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Budget, Death Benefits, Estate Planning, Tax, Trusts

Tax or asset protection choice

SMSF trustees wanting to use a testamentary trust in an estate planning strategy face an unenviable choice given the new tax rules.

SMSF trustees wanting to use a testamentary trust in an estate planning strategy face an unenviable choice given the new tax rules.

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Budget, Estate Planning, Legislation, Trusts

New trust tax an estate planning issue

The tax to be applied to discretionary trusts included in this year’s federal budget may have estate planning implications for SMSFs.

The tax to be applied to discretionary trusts included in this year’s federal budget may have estate planning implications for SMSFs.

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Compliance & Regulation, Death Benefits, Estate Planning

Court can issue death benefit guidance

SMSF trustees who are unsure as to their death benefit payment responsibilites can approach the court to guide them through the process.

SMSF trustees who are unsure as to their death benefit payment responsibilites can approach the court to guide them through the process.

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Estate Planning, Retirement, SMSF, Strategy, Succession Planning, Superannuation

Disability amplifies authentication process

It is imperative for an SMSF to have a signature authentication process in place to mitigate the risk associated with disability or death.

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Estate Planning

EPOAs compromised by state laws

SMSF Self-managed superannuation enduring power of attorney EPOA State law View Legal Matthew Burgess

Differences in the legislation of each Australian state can significantly impact the effectiveness of an EPOA an SMSF has in place.

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Documentation, Estate Planning

EPOA grants complete trustee power

SMSF trustee EPOA enduring power of attorney Graeme Colley The Auditors Institute

The role of a person acting under an enduring power of attorney for an incapacitated trustee can be misunderstood, with many seeing them acting as a proxy, which runs counter to the law.

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BDBN, Estate Planning

Time of death first BDBN step only

BDBN estate plan

An effective SMSF estate plan must go beyond the survival of one party over another at the time of the relevant member’s death.

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