Category: Superannuation

SMSF Succession Planning

I recently read the case Ioppolo v Conti [2015] WASCA 45 with interest. This case addresses a number of issues which need to be taken into consideration when devising a succession plan for your SMSF. Facts of Ioppolo v Conti In summary the facts of Ioppolo v Conti are: Mr and Mrs Conti were the

Interdependency and Superannuation Death Benefit Claims

When lodging a superannuation death benefit claim, it is important that the material lodged provides information regarding the financial and non financial interdependency between the Deceased and the person claiming the Deceased’s superannuation monies (the “claimant”). Some of the considerations of a superannuation trustee or board when determining the level of interdependency include: The relationship