SMSF and Your Estate Planning

2015 SMSF Investment and Estate Planning Seminar: SMSF and Your Estate Planning

SMSF & YOUR ESTATE PLANNING

Presented by: James Kelly Estate Planning Lawyer

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Note: This outline paper is for education purpose and does not constitute legal advice.

2015 SMSF Investment and Estate Planning Seminar: SMSF and Your Estate Planning

What Does an Estate Planning Kit Contain?

Your Estate Planning kit includes the following:  Will  Enduring Power of Attorney  Enduring Guardianship Appointment  Advance Care Directive  Binding Death Benefit Nomination

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2015 SMSF Investment and Estate Planning Seminar: SMSF and Your Estate Planning

Why you should make a Will?  Do you have a Will, or one that is current?  Is your Will up to date?  Is you Will tax effective and protective of your assets?  Does your Will reflect your intentions?  Do I need to make a separate Will for my superannuation fund?

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2015 SMSF Investment and Estate Planning Seminar: SMSF and Your Estate Planning

Enduring Power of Attorney  What is an Enduring Power of Attorney?  How should it be structured?  Who should I appoint?  Do you need a corporate Power of Attorney?  Does your Power of Attorney interact with your SMSF?

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2015 SMSF Investment and Estate Planning Seminar: SMSF and Your Estate Planning

Enduring Have GuardianI separated?  What is an Enduring Guardian?  Why should I have one?  Who should I appoint?

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2015 SMSF Investment and Estate Planning Seminar: SMSF and Your Estate Planning

Have I separated?

Binding Death Benefit Nomination  What is a Binding Death Benefit Nomination?  Why do I need one?  Who can I nominate as a beneficiary?  How many people can I nominate?  What requirements are there to make a BDBN effective and valid?

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2015 SMSF Investment and Estate Planning Seminar: SMSF and Your Estate Planning

I separated?

How OwenHave Hodge Lawyers Can Help You ď ś Initial advice on your Estate Planning?

We hope you find the information in today’s talk valuable and we would be please to assist you in getting affairs in order. If you have any questions about your estate plan, please contact us to schedule a consultation with our experienced estate planning lawyers.

1800 770 780 www.owenhodge.com.au

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