Posted in Estate planning

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  
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