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Your guide to an SMSF exit plan

SMSF Succession Planning — Part 3 — Tax Considerations and Exit Planning

This article is part of a series on SMSF succession planning. In Part 2, we explored the important role of binding death benefit nominations (BDBNs). In Part 3, we examine tax considerations for superannuation death benefits, as well as planning options for arranging a timely payment of benefits to the member before their death.   [read more]

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SMSF Succession Planning — Part 2 — The Role of Binding Death Benefit Nominations

This article is part of a series on SMSF succession planning. In Part 1, we explored the key elements of a robust SMSF succession plan with a particular focus on planning for loss of capacity or death. In Part 2, we focus on the important role of binding death benefit nominations (BDBNs). What is a [read more]

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Law Institute Victoria SMSF Specialist The Tax Institute