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SMSF Wills for estate planning security in your SMSF
Wednesday, 16 June 2010
With the introduction of the Simpler Super laws from 1 July 2007 and the Commissioner recently stating that the use of a binding nomination is no longer valid for a SMSF, the SMSF Will takes on the mantle of supreme estate planning structure for all members of a SMSF. Importantly the SMSF Will allows:
A member to maximise the tax efficiency of their SMSF estate leaving specific benefits to dependants, non-dependants and legal estate.
Your executor to take your place as trustee of the fund on your death until your SMSF Will is carried out.
To pay out specific assets of the funds to beneficiaries, much the same as a specific bequest in a Will.
SMSF Strategies has helped to develop and pioneer the SMSF Will, so please do not hesitate to contact us to arrange an appointment to see how some of the latest SMSF estate planning strategies may help you and your family.
Please see below for a SMSF Will order form as well as a simple newsletter on SMSF Estate Planning. Don't forget to view Grant Abbott presenting on SMSF Estate Planning and the importance of the SMSF Will.
Working on a property development venture for SMSFs to use or participate in at the development or the investment stage post development.
Wed 8 Sep 2010 07:58 AM
Sitting here with my good colleague David Busoli who is extolling the virtues of SMSF and Cavendish - what a smart and erudite man.
Tue 7 Sep 2010 01:51 PM
Compiling the next SMSF client newsletter for our SMSF Strategies advisers to send to their clients - looking at some real life strategies.
Mon 6 Sep 2010 02:12 PM