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These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.
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Notes Online Home 2021 Super Schools Day 2 Tax-Effective Estate Planning and Superannuation
Crucial issues for death benefits and estate planning
This segment of the seminar notes discusses Crucial issues for death benefits and estate planning. In particular, the following:
- The latest guidance for using Binding Death Benefit Nominations (‘BDBNs’)
- for estate planning purposes
- Use tax-effective ‘hard wired’ clauses in an SMSF deed to achieve certainty
- Dealing with control of an SMSF after the death of a member
- Major boost for clients who set up multiple SMSFs
- Major planning opportunities for clients using a ‘Superannuation Proceeds
Trust’