Superannuation 2016

SMSF estate planning disasters, and how to avoid them..

Source: New South Wales

Published Date: 9 Mar 2016

 

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This paper covers:

  • trustees thwart deceased's apparent intentions - Katz v Grossman
  • the legendary oomidoodle bird' - Donovan v Donovan
  • binding nomination upheld, but Wooster v Morris
  • non-lapsing BDBNs okay, but take care with wording - Munro v Munro
  • executor not automatically a trustee - Ioppolo v Conti
  • practical application.
Author(s)

Individual Session

SMSF estate planning disasters, and how to avoid them..

Author(s): Bryce Figot CTA , David Barrett CTA

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