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Searching Content indexed under Fund Management/ REITs by Carroll & O'Dea ordered by Published Date Descending.
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Title
Country
Organisation
Author
Date
1
Who gets the superannuation on death?
An individual can manage the future distribution of their super fund balance by nominating beneficiaries in the fund.
Australia
3 Oct 2019
2
Who can receive your superfund death benefits on your death?
Your superannuation may be a major asset of your estate, so you must direct how you wish it to be paid after your death.
Australia
3 Jul 2019
3
Wills & Estates FAQs
This article explains two FAQs about wills and superannuation benefits in an estate.
Australia
20 May 2019
4
Super stimulus for residential housing market
Those entering the housing market, or downsizing to a lower cost residence, should note the new "Super Housing Measures".
Australia
24 Apr 2018
5
SMSF by the trust deed
The terms of a SMSF trust deed must be reviewed for estate planning, and before any act is done concerning the fund.
Australia
20 Jul 2016
6
ATO update for superannuation limited recourse borrowing arrangements
Non arms length income provisions may apply when a SMSF Trustee undertakes a limited recourse borrowing arrangements.
Australia
5 Feb 2016
7
Superannuation: basic principles
Benefits in a super fund pass in accordance with the terms of the trust deed and not directly under the person's will.
Australia
4 Aug 2015
8
Self Managed Superannuation Funds (SMSFs): the basic rules
A SMSF is not for everyone, but obviously there are many people who consider the benefits make the decision worthwhile.
Australia
4 Aug 2015
9
Binding death benefit nominations (BDBNs) for super funds
Binding Death Benefit Nominations for super funds are only possible if the trust deed allows members to make a BDBN.
Australia
4 Aug 2015
10
Crowd funding gets attention from ASIC
Crowd funding is where people pool resources in support of an organisation or event, like an online fundraising drive.
Australia
10 Sep 2012
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