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.

Click here for an excerpt detailing a recent, critical SMSF case.

KEY FEATURES

• The book clearly sets out 11 key steps that practitioners should follow when assessing whether their clients’ self-managed superannuation funds are appropriately set up to deal with the loss of capacity or death of a member.
• Each step has a chapter dedicated to the issues dealt with by that step, and providing guidance on how to apply the step.
• A dedicated chapter of detailed case studies that clearly illustrate the application of the steps to situations practitioners are likely to encounter.

WHO IS IT FOR?
An essential for accountants and lawyers providing advice or services in the areas of superannuation, tax and wills and estates. Well-informed non-professionals who have their own SMSFs may also find it useful.