In this guide
When it comes to their retirement savings, there are a number of estate planning issues and opportunities that SMSF members need to consider.
In this article, we will look at these opportunities and what you can do to get the best possible outcomes for both you and your beneficiaries.
Death benefit nominations
The trust deed of most SMSFs will allow fund members to nominate an intended recipient of their death benefits. This requires certain paperwork, referred to as death benefit nomination forms, to be completed, signed and witnessed.
This guide is available with our SMSF membership add-on
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