News : Estate Planning

Estate Planning, Technology

Midwinter, Inherit Australia strike deal

A new agreement will see data integration from the Midwinter financial advice software into the Inherit Australia estate planning tool.

A new agreement will see data integration from the Midwinter financial advice software into the Inherit Australia estate planning tool.

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Estate Planning

Divorce raises estate planning questions

Divorce estate planning SMSF

SMSF trustees must consider estate planning when divorcing as binding nominations may see their former partner act for them on their death.

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Documentation, Estate Planning

Special rules can protect ageing members

special rules SMSF

The increase in the wealth of some SMSF members may require special deed rules to protect their interests as they get older.

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Documentation, Estate Planning

Special powers reduce attorney risks

power attorney SMSF

A special power of attorney has the ability to reduce risks and conflicts that can arise from the use of an enduring power of attorney.

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BDBNs, Estate Planning

Status of SMSF wills clarified

SMSF wills status

The use of SMSF wills is likely to increase after the Hill v Zuda case affirmed they were a legitimate way to bind death benefits to a beneficiary.

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Estate Planning, Pensions

Multiple pensions an estate planning tool

estate planning pensions

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

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Estate Planning, Property

Limited consideration of property at death

SMSF property death benefit

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

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Estate Planning

BDBNs can pose adviser risk

BDBN SMSF legal

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.

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Estate Planning

EPOA should start immediately

enduring power attorney start

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

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Estate Planning, Retirement

Return focus of super to retirement spending

retirement estate planning

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

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