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Avoid state trustees in estate plans

Summary by SMS Magazine
State or public trustees should be avoided as a back-up plan in SMSF estate plans as they often don’t want the job and assigning it to them could breach superannuation laws.
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SMS MagazineSMS Magazine

Avoid state trustees in estate plans

State or public trustees should be avoided as a back-up plan in SMSF estate plans as they often don’t want the job and assigning it to them could breach superannuation laws.

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SMS Magazine broke the news in on Tuesday, April 1, 2025.
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