Superannuation Succession Planning Strategies

Published on 24 Oct 2013 | Took place at Leonda by the Yarra, Melbourne, VIC

This seminar focused on how superannuation can be used as a tool for succession planning and incapacity, a topic that many self-managed superannuation fund (‘SMSF’) trustees may not have considered in detail. In particular it covered:

• the importance of family dynamics in trustee-member combinations
• appropriate trustee structures – including advantages of a corporate trustee
• reversionary pensions, binding nominations and ‘hard wired’ deeds as tools to achieve succession planning
• planning for incapacity of an SMSF member.