Special Situations
Life changes, and your fund has to keep up. These guides cover adding or removing members, paying death benefits, divorce and separation, members who move overseas, and winding up a fund the right way.
Add or remove members
Funds change as families do. Here is how to add a new member or remove an existing one, and why the trustee structure makes this easier or harder.
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Death benefits
When a member dies, their super has to be paid out, and who receives it and how it is taxed depends on the rules. Here is what trustees and families need to know.
Read guide
Divorce and separation
Super is property in a family law settlement, and an SMSF adds extra complications. Here is how super splitting works and what trustees need to manage.
Read guide
Members overseas
Moving overseas can quietly put your SMSF's residency, and its tax concessions, at risk. Here is what to plan before you go.
Read guide
Wind up an SMSF
Closing a fund is a defined process with a strict final step. Here is how to wind up an SMSF properly so it closes cleanly.
Read guideLet's map out your SMSF together.
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