Estate planning for clients with a significant balance in a self-managed superannuation fund (SMSF) has always posed special issues for the professional planner. One view is that, to promote certainty for dealing with the client’s super on death, plus provide asset protection and potential tax savings on investment income, the client should make a binding
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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