Go-To Guide – Estate Planning

The SMSF Association has compiled a comprehensive Go-To Guide aimed at highlighting the key issues in SMSF estate planning including:

  • Detailed summaries from recent legal cases
  • Superannuation death benefits
  • Fund and member control featuring LPR, EPOA and BDBNs
  • Reversionary pensions
  • And more…

This Go-To Guide aims to be a useful starting point in building and reviewing your SMSF clients’ estate plans.

As a complex and varied topic, it is imperative you have a solid understanding to enable you to provide appropriate advice and the wishes of SMSF members are safeguarded and appropriately implemented.

This Go-To Guide also contains a handy white label document which can assist you in communicating with your clients on reviewing their SMSF succession plans.

Note: What constitutes legal advice and who can give legal advice is beyond the scope of this Go-To Guide. As best practice, we encourage seeking advice from a specialist SMSF lawyer to ensure that documentation is appropriately drafted and executed. Non-licensed legal advice can attract severe penalties as well as open advisers to the possibility of legal liability should a dispute arise.

Estate Planning


Estate Planning

White Label Document

At the time of publishing, the contents of this resource were accurate and correct.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001 © SMSF Association