News : Estate Planning

Estate Planning, financial advice, Financial Planning

Need for wealth transfer help common

wealth transfer financial legacy

Many Australians who have yet to retire are actively looking at how they can pass on money to their successors, with the lack of information creating opportunities for advice.

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BDBNs, Death benefits, Estate Planning, Trusts

NowInfinity enhances trust deed

NowInfinity trust deed death benefit

NowInfinity has collaborated with clients and industry experts to enhance the estate planning features contained in its trust deed.

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Estate Planning, Management, SMSF, Strategy

Power of attorney critical in incapacity

SMSF trustee enduring power of attorney

Nominating an enduring power of attorney prior to the possibility of incapacity is vital for SMSF trustees to avoid lengthy legal proceedings.

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Estate Planning, Trusts

Corporate trustee control crucial in death

SMSF corporate trustee shares

Determining the ownership of shares in an SMSF corporate trustee company when a member dies is critical to effective estate planning.

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BDBNs, Estate Planning, SMSF, Trusts

SMSF testamentary trust released

SMSF testamentary trust

A new service has been launched to aid advisers and trustees in managing litigation risks in estate planning by combining a binding death benefit nomination with an SMSF testamentary trust.

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Estate Planning, SMSF

Proper BDBN commitment required

An estate planning strategy can achieve the desired outcome if the trustees involved respect all aspects of the chosen course of action.

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Estate Planning, Superannuation

Super use in tax estate planning overstated

superannuation tax estate planning

Claims superannuation is being used for tax-based estate planning are incorrect and reflect a misunderstanding of the super tax system.

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Estate Planning

Unchecked EPOAs dangerous to clients

EPOA status

Advisers should check the status of their clients enduring power of attorney as failures cannot be addressed after they have lost capacity.

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BDBNs, Estate Planning

Ensure estate plans match BDBN intent

estate planning BDBN

The certainty about the operation of a BDBN means SMSF advisers should ensure related estate planning matches the intent of the nomination.

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Estate Planning

Separate SMSFs useful to address distortion

separate SMSFs

Separate SMSFs can be a useful estate planning tool where the financial relationships between parties have been distorted over time.

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