Powered by MOMENTUM MEDIA

Powered by MOMENTUM MEDIA

https://www.smsfadviser.com/tags/estate-planning

Get the latest news! Subscribe to our newsletter

SECTIONS

Home
News
Money
Education
Video
Strategy
Webcast
Features
Events
Podcast
Promoted Content

MORE

About
Advertise
Contact

Powered by MOMENTUM MEDIA

Powered by MOMENTUM MEDIA

Get the latest news! Subscribe to our newsletter

https://www.smsfadviser.com/tags/estate-planning

SECTIONS

Home
News
Money
Education
Video
Strategy
Webcast
Features
Events
Podcast
Promoted Content

MORE

About
Advertise
Contact

News
Money
Education
Strategy
Webcasts
Features
Subscribe
Events
Podcasts
Promoted Content

Home /
Tags /
Estate planning

Enter Part of Title

Display #

There are pros and cons to a BDBN that should be considered: adviser
NSW SMSFs need to consider notional estate claims: legal expert
BDBN imperative to avoid disputes: lawyer
5 estate planning and capacity considerations when operating an SMSF
SMSF intergenerational wealth transfer needs member consensus
Estate planning review vital after changes in relationships: expert
Contingency plans vital where incapacity involved: expert
No trust variation power? No worries
Alternate v successor directors
SMSF succession planning part 2 — the role of BDBNs
Proper estate planning vital to ensure transfer of wealth: expert
SMSF succession planning part 1 – getting started
Leaving super to an estate makes more tax sense, says expert
Even bespoke deeds can miss the mark
The complexities of a $3.5tn wealth transfer: Securing your legacy amid family dynamics
Blended families and death benefit payments can be tricky
Forward planning best practice to decrease debt and increase wealth
Murdoch succession: The basics of holistic estate planning in plain view
Family home: no death taxes, but avoid the CGT trap
Younger SMSF members need to consider end-of-life situations early: expert

Page 1 of 3

1
2
3

Question of the month

Do you have a question for our technical experts?

Subscribe to the

BULLETIN

Get the latest news and opinions delivered to your inbox each morning

News
Money
Education
Strategy
Webcasts
Events

momentummedia

most innovative companies awards

OUR PLATFORMS AND BRANDS

Accountants Daily
Accounting Times
Adviser Innovation
Australian Aviation
Broker Daily
Cyber Daily
Defence Connect
Fintech Business
HR Leader
Independent Financial Adviser
Investment Centre
Investor Daily
Lawyers Weekly
Money Management
Nestegg
Property Buzz
Real Estate Business
Smart Property Investment
SMSF Adviser
Space Connect
Super Review
The Adviser
Wellness Daily
World of Aviation

EVENTS AND SUMMITS

Accountants Daily 30 Under 30 Awards
ACE25
Adviser Innovation Summit
Australian Accounting Awards
Australian Aviation Awards
Australian Broking Awards
Australian Defence Industry Awards
Australian Law Awards
Australian Space Awards
Australian Space Summit
Better Business Summit & Awards
Broker Daily Business Awards
Corporate Counsel Summit & Awards
Cyber Security Summit & Awards
Defence Connect Budget Lunch
Defence Connect DSR Summit
Fund Manager of the Year Awards
ifa Excellence Awards
ifa Future Forum
Investor Daily ESG Summit
Lawyers Weekly 30 Under 30 Awards
Lawyers Weekly Women in Law Forum
New Broker Academy
Partner of the Year Awards

REB Awards
Reinnovate
SME Broker Bootcamp
SMSF Adviser Technical Day
Super Fund of the Year Awards
Women in Finance Awards
Women in Law Awards

PODCASTS

Accountants Daily Podcast Network
Australian Aviation Podcast Network
Broker Daily Podcast Network
Defence Connect Podcast Network
HR Leader Podcast Network
REB Podcast Network
Relative Return
Space Connect Podcast
The Adviser Podcast Network
The ifa Show
The Lawyers Weekly Show
The Smart Property Investment Show

LEARNING AND EDUCATION

Momentum Professional

MOMENTUM MARKETS NETWORK

Momentum Markets
Momentum Media
Captivate Events & Communications
Agile Market Intelligence

LINKS

About Us
Advertise
Contact
Sitemap

STAY CONNECTED

Subscribe to our newsletter.

Copyright © 2007-2025 MOMENTUMMEDIA

Copyright & Disclaimers ● Privacy Policy ● Terms & Conditions

momentummedia

most innovative companies

OUR PLATFORMS AND BRANDS

Accountants Daily
Accounting Times
Adviser Innovation
Australian Aviation
Broker Daily
Cyber Daily
Defence Connect
Fintech Business
HR Leader
Independent Financial Adviser
Investment Centre
Investor Daily
Lawyers Weekly
Money Management
Nestegg
Property Buzz
Real Estate Business
Smart Property Investment
SMSF Adviser
Space Connect
Super Review
The Adviser
Wellness Daily
World of Aviation

EVENTS AND SUMMITS

PODCASTS

Accountants Daily Podcast Network
Australian Aviation Podcast Network
Broker Daily Podcast Network
Defence Connect Podcast Network
HR Leader Podcast Network
REB Podcast Network
Relative Return
Space Connect Podcast
The Adviser Podcast Network
The ifa Show
The Lawyers Weekly Show
The Smart Property Investment Show

LEARNING AND EDUCATION

Momentum Professional

MOMENTUM MARKETS NETWORK

Momentum Markets
Momentum Media
Captivate Events & Communications
Agile Market Intelligence

LINKS

About Us
Advertise
Contact
Sitemap
Copyright & Disclaimers
Privacy Policy
Terms & Conditions

CATEGORIES

News
Money
Education
Strategy
Webcasts
Events

STAY CONNECTED

Copyright © 2025 MOMENTUMMEDIA