The SMSF Experts Podcast 7: Death & The SMSF Disorderly

Shelley discusses SMSF estate planning with Scott Hay-Bartlem, Partner at Cooper Grace  Ward, and looks at how the quality of an SMSF’s documentation can be the difference between ensuring a member’s wishes are followed or having to get the lawyers involved. Shelley and Scott cover:

  • the power of SMSF trust deeds
  • does a BDBN overrule a reversionary pension?
  • how do incapacity and death affect decision making
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