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  2019

5 SMSF Estate Matters You Must Talk to Your Client About

Source: Victoria

Published Date: 23 May 2019

 
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.

5 SMSF estate matters you must talk to your client about

Author(s): William Moore , Heather Gray CTA
Materials from this session:

Details

  • Published On:23 May 2019
  • Took place at:Leonda By The Yarra, Hawthorn

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2019

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