SMSF and family law issues

17 October 2014
1 min.
Worthwhile read for: Financial planners

You simply cannot practice in private client advisory today without an understanding of the self managed superannuation fund (SMSF). Family law is no exception.

The ATO quarterly statistics report reveals that as at December 2013, there were 522,328 SMSFs in Australia, with 69.2 percent of those funds or 361,450 SMSFs containing two members. Whilst we can’t say with any accuracy how many of these 361,450 two member SMSFs represent SMSFs where the members are married or in a defacto relationship, it’s certainly an indication of the prevalence of SMSFs.

This paper will explore the issues to consider if you are advising clients pre-relationship and the issues to consider at the end of a relationship.

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