Posted in Binding nomination

Your SMSF - Wind it up or pass it on?

Posted on 26 October 2021
Your SMSF - Wind it up or pass it on?
Your SMSF - Wind it up or pass it on? Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but before you start adding your children and their spouses to your fund, it’s essential to develop a detailed SMSF succession plan to head off any potential problems.
  Why make a SMSF succession plan? Most...
Posted in:investmentsSuperannuationPensionSMSFRetirementRhodes DochertyTaxationFinancial adviceEstate planningBinding nomination  
BOOK A

No Obligation Consultation Today

LATEST NEWS

KEEP YOU UP TO DATE
Mar 20 2024
Understanding the new $3m super tax The much-debated tax on superannuation balances ov...
Feb 28 2024
Investing successfully and improving your investment portfolio can be as much about min...
Jan 24 2024
Making Sure Your Deductions Don't Get Personal It can be easy to overlook your per...
Suite 1.01, Level 1
828 Pacific Highway
Gordon NSW 2072
Locked Bag 1011
Gordon NSW 2072
Call Us: 02 9988 4033
Fax: (02) 9449 4229
Rhodes Docherty | Chartered Accountants Gordon Sydney North Shore