SMSF trustees should, before they die, resolve any conflict of interest around death benefits that stem from naming a beneficiary as executor.

The treatment of superannuation benefits in the event of a member dying remains an area largely misunderstood by the general public.

Four separate court cases have now confirmed SMSF BDBNs are not covered by super laws regarding witness numbers and validity periods.

Death benefit rollovers will be treated differently under SuperStream from 1 October, depending on who the beneficiary is in the eyes of the ATO.

Wealth transfer association, SAPEPAA, has stated its purpose was to prevent ‘the horror stories’ that result from bad advice associated with wealth transfer matters.