SMSF, Wills & Binding Death Benefit Nominations with Ace Legal Services | скачать в хорошем качестве

SMSF, Wills & Binding Death Benefit Nominations with Ace Legal Services |

In this episode, we sit down with a Seema from Ace Legal Services - wills and estates lawyer to discuss an important topic many SMSF trustees overlook – what happens to your super when you pass away. Many people assume their Will controls everything, but superannuation, including a SMSF, does not automatically form part of your estate. That means having the right structures in place is critical to ensure your super is distributed according to your wishes. In this conversation we cover how wills interact with SMSFs, the role of Binding Death Benefit Nominations, and why control of the SMSF trustee is just as important as the nomination itself. We also discuss common mistakes SMSF trustees make and what practical steps you can take to protect your family and your super. If you have a SMSF, this is an essential discussion to understand how estate planning works with super and why reviewing your nominations regularly is so important. Topics covered in this video include: SMSF and estate planning Wills and superannuation Binding Death Benefit Nominations (BDBN) Who controls a SMSF after death Common mistakes SMSF trustees make Practical tips for SMSF trustees If you run a SMSF or are thinking about setting one up, understanding how your SMSF works with your Will can help avoid disputes and ensure your super goes to the right people. For more information on Wills and Estates contact: Seema Nagendra Mobile : 0432054356 E-mail : seema.nagendra@acelegalservices.com.au For more SMSF insights and practical guidance, subscribe to the channel. Contact us on 1300 014 900 or visit us at www.autosmsf.com.au for SMSF setup, Bare Trust Setup, SMSF Accounting Services, SMSF Tax Returns and SMSF Tax Advice. #smsf #autosmsf #smsftaxreturn #smsf Disclaimer: This video is for general information purposes only and does not constitute financial, taxation, legal, or professional advice. The information discussed is based on general principles and may not be suitable for your individual circumstances. Before making any financial, legal, or investment decisions, you should seek advice from a qualified professional who understands your specific situation. While every effort has been made to ensure the accuracy of the information, no responsibility is accepted for any errors or omissions.