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  Superannuation 2012

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

Source: Victoria

Published Date: 22 Aug 2012

 

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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 paper 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(s)

Individual Session

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

Author(s): Allan Swan
Materials from this session:

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Details

  • Published By: Allan Swan
  • Published On:22 Aug 2012
  • Took place at:RACV Club, Melbourne

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