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.

Step by Step Instructions to Appointing SuperGuardian as your Tax Agent Video

Watch this video to see step by step instructions how to appoint SuperGuardian as your Tax Agent.

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the

Guide to Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of

Valuations for Year End Reporting

It is a legal requirement that all SMSFs record and report all assets at market value. Failure to report assets

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