A lump sum withdrawal from a superannuation account shortly before the death of a member but received days after death is ...

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, ...

Financial advisers will be pivotal in ensuring that wealth is passed on efficiently and in a way that aligns with the goals ...

The SMSF Association has urged the government to allow a pension reserve to be exited where the recipient had died.

It’s essential to “read the deed” after a member’s passing, even if a trust deed has been drafted specifically for their ...

The inheritance of a reversionary pension is a trigger event for the beneficiary’s transfer balance cap if they are not ...

Some exceptions allowed under s66 enable an SMSF to acquire assets from a related party, such as listed shares, business real ...

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive. Ahead of the Women in Finance Summit 2024, the Finance ...

The interplay between reversionary pensions and binding death benefit nominations regarding which one takes priority is a recurring issue for advisers, says a legal expert. Matthew Burgess, director ...

Using a spousal contributions strategy to a second spouse can be problematic because money may not naturally flow to children from the first relationship upon the death of the member, warns a ...