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The use of binding nominations, reversionary pensions and powers of attorney with SMSFs presentation

Member Price: Free
Non Member Price: $15.00

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Published on 22 Aug 12 by VICTORIAN DIVISION, THE TAX INSTITUTE

When considering and advising with how super benefits can be dealt with on a member's death or incapacity it is crucial to have the right 'tools'. This presentation examines some of those tools, including:

  • How binding death benefit nominations, reversionary pensions and enduring powers of attorney (financial) operate or can fail
  • How these instruments can work together in the super/estate planning arena
  • When binding nominations and reversionary pensions take precedence over the other
  • Illustrating how an enduring power of attorney (financial) can be used where a trustee loses capacity.

Author profile

Allan Swan
Photo of author, Allan SWAN Allan Swan is Director of the Estate Planning Equation. Allan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of Preventative Law such as asset protection, deceased estate taxation, dispute prevention, estate planning, prevention strategies, special disability & protective trusts, statutory Wills, structuring, superannuation, tax considerations and testamentary & family trusts. Allan also provides practitioner training and speaking services in the above areas and is an adjunct lecturer in the College of Law’s applied law masters program. He is also an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services. - Current at 01 July 2024
Click here to expand/collapse more articles by Allan SWAN.

 

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The use of binding nominations, reversionary pensions and powers of attorney with SMSFs

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