The SMSF Experts with Shelley Banton

Death & the SMSF Disorderly with Scott Hay-Bartlem

Episode Summary

We know that family would never argue about a deceased member's super balance, but the sad reality is that case law is littered with those who have. Unfortunately, it can divide the family in half all because mum or dad's intentions weren't clearly articulated. On this episode of the SMSF Experts, we talk to the SMSF guru of estate planning, Scott Hay-Bartlem, to discuss how the quality of a fund's documentation can be the difference between following a member's wishes or having to get the lawyers involved.