Most financial planners are now fully aware of the importance of estate planning when it comes to developing a comprehensive financial plan for their clients.
ATO guidance released yesterday has provided peace of mind for SMSFs receiving death benefit pensions in excess of $1.6 million, with the guidelines applauded by those in the SMSF industry.
Important: A summary of what a number of experts with many years experience helping people manage their investments have to say about the lessons they've learnt.