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SMSF Estate Planning and Wills: When a Member Passes Away

SMSF Estate Planning and Wills: When a Member Passes Away

SMSF Estate Planning and Wills: When a Member Passes Away

Estate planning is key for SMSF trustees and members, especially regarding death benefits and trustee succession. This article explains binding death benefit nominations, tax implications, legal cases affecting SMSF wills, and how trustees manage the fund on a member’s death. Mortgage brokers and trustees alike benefit from understanding SMSF estate processes and compliance.

3 min read

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