1. Introduction -- 2. Critical recent case: Wooster v Morris -- 3. The 11 key steps -- 4. Step 1. Identifying the governing rules -- 5. Step 2. Strongly consider a sole purpose corporate trustee -- 6. Step 3. Shareholding of a corporate trustee -- 7. Step 4. Enduring powers of attorney -- 8. Step 5. Running SMSF upon incapacity -- 9. Step 6. Making a will -- 10. Step 7. Running an SMSF upon death -- 11. Step 8. Wishes for SMSF's wealth upon death -- 12. Step 9. Tax payable -- 13. Step 10. Locking in wishes -- 14. Step 11. Instruct lawyer -- 15. Detailed case studies
Summary
"A comprehensive and practical guide to planning for the loss of capacity or death of a member of a self-managed superannuation fund, this title assists practitioners to assess each of their clients' SMSFs to identify problems that may arise and the practical steps that need to be taken to ensure any potential problems can be avoided or dealt with."-- Wolters Kluwer CCH Website
Notes
Description based upon print version of record (published by CCH Australia, 2016) ; title from Wolters Kluwer CCH page (viewed February 2017)
