Podcasts

The SMSF Experts Podcast 7: Death & The SMSF Disorderly - SMSF Auditors, Self Managed Super Funds Audits | ASF Audits

Written by Shelley Banton | Aug 21, 2023 2:00:00 PM

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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