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ESTATE PLANNING FOR SMSFs

Estate planning can be said to be the process of ensuring that the right assets are in the right hands at the right time. In the SMSF context, it enables the benefits of members to be dealt with in the most tax effective manner available and in accordance with the wishes the member had expressed during their lifetime.

In surveys conducted as to the reasons why individuals establish SMSFs, the two most common reasons given are:

  • Control; and
  • Flexibility.

Estate planning for SMSFs can provide both control and flexibility to a greater extent than may otherwise be available to members of superannuation funds in general.

TOPDOCS SMSF ESTATE PLANNING DOCUMENTS

Topdocs provides a range of SMSF estate planning documentation to assist advisers and SMSF members in the estate planning process, including:

MORE INFORMATION

For further information regarding our SMSF estate planning documentation, ordering options and pricing, please contact us on 1300 659 242.