Estate PlanningSMSF InsightsUnderstanding SMSFs

Surviving the death of a member

SMSFs provides you with additional control over your estate plans as compared to typical retail, industry and employer funds. This can be achieved in several ways. The common thread to each of the options is that it is the rules of the particular SMSF, set out in clauses of the trust deed and related documents…

When life happens

October 2016 Your SMSF may see marriage or marriages, divorce, business success or failure, trustees ageing, death and good fortune or loss. What if your relationship with others in the fund changes? If your SMSF has more than one member, it’s a good idea to have a plan for what will happen if someone becomes ill,…