Succession Nerd | Wifey | Mummy | Wills, Estates & Elder Lawyer
There is certainly no question that superannuation is a complex beast. Add to that the self-managed superannuation fund (SMSF) variety and it will keep you busy, with it's complex twists and turns, for days. I read a case recently that is no different. A shout-out to a fellow nerd, Clifford Hughes, for bringing this case … Continue reading Decisions, Decisions: ‘bad faith’ SMSF Trustee discretion decision set aside, Trustee removed
For a while now, it's been a hazy question asked by succession lawyers alike about whether an attorney can make or renew a binding death benefit nomination for their principal's superannuation policy proceeds. On 24 August 2018, Justice Bowskill of the Supreme Court of Queensland delivered a decision on this very topic. The case of … Continue reading Renewable Power: Court permits Attorney to renew superannuation nomination (QLD)
