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SMSF succession planning part 1 – getting started

September 29, 2024 12:00 am Published by Comments Off on SMSF succession planning part 1 – getting started

 

Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.

 


Super sector in ASIC’s sights

September 25, 2024 12:00 am Published by Comments Off on Super sector in ASIC’s sights

The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.