SMSF planning for the unexpected

 

Life is full of surprises. Plan ahead to help your SMSF deal with unexpected issues such as a relationship breakdown, incapacity or an untimely death.

 

 

 If you would like to discuss any issue to do with SMSF and estate planning please contact us on 07 5444 0675 or info@wealthpath.com.au.

 

Sources:
 
Reproduced with the permission of the Australian Tax Office.

Important:

This provides general information and hasn’t taken your circumstances into account.  It’s important to consider your particular circumstances before deciding what’s right for you. Although the information is from sources considered reliable, we do not guarantee that it is accurate or complete. You should not rely upon it and should seek qualified advice before making any investment decision. Except where liability under any statute cannot be excluded, we do not accept any liability (whether under contract, tort or otherwise) for any resulting loss or damage of the reader or any other person. 

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