News : Estate Planning

Estate Planning, Tax

Stuck between tax and asset protection

SMSF trustees wanting to use a testamentary trust in an estate planning strategy face an unenviable choice given the new tax rules.

SMSF trustees wanting to use a testamentary trust in an estate planning strategy face an unenviable choice given the new tax rules.

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Documentation, Estate Planning

Plan for Armageddon outcomes in funds

Estate planning for SMSFs should consider the worst-possible outcomes and incorporate strategies and documents to address those scenarios.

Estate planning for SMSFs should consider the worst-possible outcomes and incorporate strategies and documents to address those scenarios.

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Estate Planning, Tax, Trusts

New trust tax may impact estate planning

The tax to be applied to discretionary trusts included in this year’s federal budget may have estate planning implications for SMSFs.

The tax to be applied to discretionary trusts included in this year’s federal budget may have estate planning implications for SMSFs.

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Compliance, Contributions, Education, Estate Planning, Tax

Smarter SMSF improves education course

Smarter SMSF has upgraded its education offering to include all of the latest changes to the superannuation and tax legislation.

Smarter SMSF has upgraded its education offering to include all of the latest changes to the superannuation and tax legislation.

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Division 296, Estate Planning, Superannuation, Tax

Div 296 puts squeeze on executors

Division 296 will shift a compliance burden to those who deal with the super of deceased members, making the task more onerous.

Division 296 will shift a compliance burden to those who deal with the super of deceased members, making the task more onerous.

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Crypto Assets, Cryptocurrency, Digital assets, Estate Planning

Estate plan must address crypto holdings

Crypto-assets may be inaccessible by the estate of an SMSF trustee unless they clearly grant access to them for their successors and executors.

Crypto-assets may be inaccessible by the estate of an SMSF trustee unless they clearly grant access to them for their successors and executors.

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Division 296, Estate Planning, Tax

Div 296 may alter estate planning

Future estate planning practices could change as a result of how deceased super fund members are treated in the revised Division 296 legislation.

Future estate planning practices could change as a result of how deceased super fund members are treated in the revised Division 296 legislation.

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Documentation, Estate Planning

Trustee registration only needed once

There is no need to lodge additional notifications with regulatory bodies when an existing SMSF trustee also acts as an LPR upon a member’s death.

There is no need to lodge additional notifications with regulatory bodies when an existing SMSF trustee also acts as an LPR upon a member’s death.

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Death benefits, Estate Planning, Succession Planning

Solid nominee should accelerate EPOA

SMSF trustees who are confident in those appointed under an enduring power of attorney should name them now rather than waiting.

SMSF trustees who are confident in those appointed under an enduring power of attorney should name them now rather than waiting.

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Death benefits, Estate Planning, Tax

Insurance can be untaxed death benefit

A rare set of circumstances involving insurance in an SMSF can cause a death benefit to be untaxed when passed on to a beneficiary.

A rare set of circumstances involving insurance in an SMSF can cause a death benefit to be untaxed when passed on to a beneficiary.

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