And lastly the advanced list…

• See your solicitor and get a will written up.

• Check with your solicitor about enduring financial and medical power of attorneys.

• Check with your solicitor about testamentary trusts.

• Check with your solicitor about self-managed super fund (SMSF) wills.

• Check with your accountant about super binding death benefit nominations.

• Check with your accountant about super auto-reversionary pension beneficiaries.

• Check with your accountant about having multiple super pension streams.

• Check with your accountant about super anti-detriment payments.

• Check with your accountant about super double concessional contribution deductions.

And/or refer to the following blog post:

SMSF Double Deductions

• Check with your accountant about superannuating family members with concessional contributions.

• Check with your accountant about super withdrawal and contribution strategies.

We will go into more detail about all of the Level 1, 2 and 3 to-do list points as this website develops.

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