It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, ...

Financial advisers will be pivotal in ensuring that wealth is passed on efficiently and in a way that aligns with the goals ...

A lump sum withdrawal from a superannuation account shortly before the death of a member but received days after death is ...

The SMSF Association has urged the government to allow a pension reserve to be exited where the recipient had died.

The inheritance of a reversionary pension is a trigger event for the beneficiary’s transfer balance cap if they are not ...

Some exceptions allowed under s66 enable an SMSF to acquire assets from a related party, such as listed shares, business real ...

Using a spousal contributions strategy to a second spouse can be problematic because money may not naturally flow to children from the first relationship upon the death of the member, warns a ...

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an ...

The interplay between reversionary pensions and binding death benefit nominations regarding which one takes priority is a ...