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Superannuation & Succession Planning Strategies

Published on 25 Feb 2016 | Took place at Leonda By The Yarra, Hawthorn, VIC

This event covered:

  • control of the SMSF - voting mechanisms and successor director issues
  • structuring superannuation death benefits - key issues when paying reversionary pensions and non-commutable pensions
  • when a superannuation proceeds trust is an ideal strategy
  • planning for and managing disputes on death.

Individual sessions

Superannuation and succession planning strategies

Author(s):  Rebecca JAMES

This paper covers:

  • superannuation and succession planning strategies
  • control of the SMSF - voting mechanisms and successor director issues
  • structuring superannuation death benefits - key issues when paying reversionary pensions and non-commutable pensions
  • when a superannuation proceeds trust is an ideal strategy
  • planning for and managing disputes on death.
Materials from this session: