Author Archive | Julie Steed

Ensuring death benefit nominations are upheld

Ensure death benefit nominations are upheld

It’s crucial for super fund or SMSF members to understand the law as it relates to death benefit nominations to ensure desired outcomes are achieved. Don’t leave a mess for others to fix.

estate plans

The impact of super changes on estate plans

The July 1 super changes will encourage many people to reconsider their estate planning, and the role of testamentary trusts should be part of the process. The range of choices has moved far beyond a will.

SMSF members head for exit

When SMSF members head for the exit

We hear a lot about establishing an SMSF, but not much about exiting one. What are the options for SMSF members when the structure is no longer appropriate as a superannuation vehicle?

SAF

The other self managed super funds

For SMSF members concerned about losing mental capacity or who no longer have the desire for trustee responsibilities, it might be worth considering a small APRA fund.