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  Superannuation Estate planning Succession

Passing control of relevant entities on death or legal disability - A holistic approach

Source: Western Australia

Published Date: 12 Nov 2015

 

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This paper covers:

  • SMSF trust deed
  • SMSF trustee structure: sole purpose corporate trustee?
  • binding/non-binding death benefit nominations
  • pensions
  • will, including testamentary trusts and power to appoint trustee and/or appointor of discretionary trust
  • discretionary trust deed and current and anticipated operation
  • estate planning considerations: mental incapacity.
Author(s)

Individual Session

Passing control of relevant entities on death or legal disability - A holistic approach

Author(s): Jocelyne Boujos
Materials from this session:

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Details

  • Published By: Jocelyne Boujos
  • Published On:12 Nov 2015
  • Took place at:City West Receptions, West Perth

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