News : Estate Planning

Multiple pensions an estate planning tool

May 19, 2022

Estate planning and contribution strategies can be contributing factors toward a decision for SMSF members to run multiple pensions within their fund.

read more

Estate Planning, Property

Limited consideration of property at death

May 5, 2022

Jason Spits

Non-specialist SMSF advisers are not considering how to treat property as a death benefit.

read more

Estate Planning

BDBNs can pose adviser risk

May 4, 2022

Darin Tyson-Chan

The practice of using a BDBN to direct the death benefits of an SMSF member straight to that person’s estate could soon attract legal action.

read more

Estate Planning

EPOA should start immediately

April 21, 2022

Tia Thomas

The commencement date for an enduring power of attorney should not be when an SMSF trustee loses capacity, otherwise legal disputes can occur.

read more

Estate Planning, Retirement

Return focus of super to retirement spending

April 20, 2022

Jason Spits

The end result of superannuation should be spending in retirement and not estate planning, according to a technical expert.

read more

Documentation, Estate Planning

EPOA disputes have common causes

March 28, 2022

Jason Spits

Disputes around an enduring power of attorney usually have three causes and advisers can play a role in helping clients resolve them.

read more

Estate Planning

Address death benefits at fund set up

February 7, 2022

Jason Spits

The best time to address the payment of death benefits for SMSF members is at the time of the fund’s creation.

read more

Estate Planning, Superannuation

Fund membership not tied to lifespan

February 3, 2022

Jason Spits

SMSF members should ensure fund membership endures after death if planning on using a third party to manage death benefit payments.

read more

Estate Planning, Tax

BDBN to estate can create tax advantage

January 12, 2022

Tia Thomas

Having a person’s estate specified as the beneficiary of a binding death benefit nomination could result in a significant tax saving.

read more

Estate Planning, Financial Planning

New advice body details member costs, benefits

December 2, 2021

Jason Spits

The newest association to represent the interests of specialist advisers has formally launched, outlining its membership fees and service offering, including a business marketing and referral service for foundation members. The Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) was launched online earlier today by the Association’s board chair Grant Abbott who said the […]

read more