5 SMSF Estate Matters You Must Talk to Your Client About

Published on 23 May 2019 | Took place at Leonda By The Yarra, Hawthorn, VIC

This event covered the following topics:

• an dnduring power of attorney
• a BDBN
• reversionary pensions
• attention to control of the SMSF – making sure the right people will hold the reins
• determining whether a pension will be paid and attending to transfer balance cap issues.