Solution Brief: Why you need an enduring attorney for your SMSF

by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief

The trustee of your SMSF is all-powerful. The trustee decides how much money you can put in the fund, who else can join, how your money is invested, how much gets paid out to you and when, and finally who gets what’s left over when you die. This is why you are...

Solution Brief: Super Death Benefit Nominations

by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief

This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth tied up in super.  People are also keeping money in super for longer during retirement – taking a super ‘pension’ rather than...

Solution Brief: Making a Binding Death Benefit Nomination

by Ico Ho | 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief

This information sheet will help you execute a Binding Death Benefit Nomination (BDBN). A BDBN enables you to direct how you want your superannuation dealt with when you pass away. This is a general guide on certain legal aspects and is not a replacement for specific...

Solution Brief: Company Powers of Attorney

by Ico Ho | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief

How can a company execute a document if some or all of the directors and/or secretary are not available?  There are many occasions where it is not possible for a director, directors, or a company secretary to be available to make decisions or execute documents to...

Solution Brief: ADLV Law Acting as your General/Enduring Attorney

by Ico Ho | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief

Sometimes it’s not convenient (or possible) to carry out legal transactions or make financial decisions for yourself.  For example, if you are interstate or overseas, it may not be convenient for you to sign legal documents or complete a legal transaction. If...

Solution Brief: How effective is your Enduring Power of Attorney?

by Ico Ho | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief

Most people understand the importance of making an Enduring Power of Attorney. If you are not able to make financial decisions for yourself, your Enduring Attorney can step into your shoes and keep things in order on your behalf.  However, not all Enduring Powers of...