The transfer of intergenerational wealth in an SMSF needs to have a family buy-in, an expert adviser has said.
Whenever there is a significant change in a personal relationship, best practice dictates that there be an immediate review of ...
A recent case in Western Australia has highlighted the importance of having contingency plans for incapacity and the appointment of ...
A recent decision provides further lessons regarding trust instruments with no power or inadequate power to vary.
A successor director has more strategic and practical advantages than an alternate director in an SMSF corporate trustee structure, says ...
This article is part of a series on SMSF succession planning. In Part 1, we explored the key elements of ...
Failure to have a proper estate plan in place may result in a reduction in wealth passed on to beneficiaries, ...
This article is the first in a series on SMSF succession planning. In part 1, we examine the key characteristics ...
It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, ...