Death and Incapacity – Who is in control of your SMSF?

With many trustees citing ‘control’ as one of the primary reasons for establishing an SMSF, there are many SMSF trustees that have failed to address the ‘what if’ scenario. It is important that you plan what would happen to your SMSF assets, and who would have control if you and/or your spouse were both incapacitated, or no longer alive. There are many disputes and legal battles around money and SMSFs (particularly amongst siblings when their parents have passed), that could be avoided with better planning.

To read this fact sheet in its entirety download the PDF version here.

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