Wine & Wisdom - Episode 3 - Danielle talks to Self Managed Superannuation Fund expert David Taylor from Morgans in Edward Street
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Wine & Wisdom - Episode 3 - Danielle talks to Self Managed Superannuation Fund expert David Taylor from Morgans in Edward Street
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Are you sure your self-managed super fund is actually compliant?
In this episode of Wine & Wisdom, Wills and Estates lawyer Danielle Little is joined by David Taylor, Private Client Advisor at Morgans Edward Street, to unpack one of the most under-appreciated risks in personal financial planning: SMSF compliance.
With over a decade at Morgans and SMSFs as a core focus of his practice, David shares a recent case where he took over a self-managed super fund originally established by an accountant - only to find a binding death benefit nomination that had lapsed nearly four years earlier, and no documented investment strategy at all.
Both fundamental compliance issues - and both are frighteningly common.
David and Danielle discuss:
- Why so many "DIY" self-managed super funds fall short of compliance requirements
- The estate planning implications of lapsed binding death benefit nominations
- What ATO non-compliance can actually cost you
- Why ongoing professional advice for SMSFs is closer to a regular health check than a one-off setup
An honest, practical conversation for anyone with an SMSF - or thinking about setting one up.