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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