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Individual Podcasts

Key Aspects of an SMSF Trust Deed – What Do Estate Planners Need to Look For?

When estate planners to told to read the trust deed, what does that actually mean? What should they be looking for? What should the trust deed include? This session provides a practical exploration of the key aspects of a self-managed superannuation fund trust deed in the context

Date/Time

About the Podcast

When estate planners to told to read the trust deed, what does that actually mean? What should they be looking for? What should the trust deed include? This session provides a practical exploration of the key aspects of a self-managed superannuation fund trust deed in the context of various common scenarios that arise for estate planners.

Featuring: Darren Chinnappa, Nexia, Sydney

[28.07 minutes] [0.47 CPD hours]

Presented By

Darren Chinnappa
Nexia Sydney, NSW

Having been a member of the Superannuation Division at Nexia Sydney for over 10 years, Darren has developed expertise in Superannuation (in particular SMSFs), across both accounting and financial planning facets, enabling him to provide a unique and holistic service offering to clients.

Darren graduated UNSW with a Bachelor of Commerce (Accounting & Finance Majors), and has since completed several post graduate qualifications to become a Chartered Accountant SMSF Specialist and a Certified Financial Planner. This has enabled him to develop from a superannuation accountant assisting clients with their tax compliance needs, to also becoming their trusted financial advisor providing advice ranging from choosing appropriate superannuation fund and entity structures, to retirement planning and investments strategies tailored to each client’s specific needs.

Darren keeps up to date with the frequent changes to superannuation and tax legislation so that he can in turn keep his clients and fellow professionals well educated, whether it be through presenting webinars and seminars from time to time, or formulating tax-effective strategies. It is important to strike a happy balance between enjoying life now and building towards a comfortable retirement, which is where Darren believes he adds value to his clients by keeping them informed and on track to achieve their goals by providing them with holistic advice through their various life stages towards retirement and beyond.

Outside of work, Darren is passionate about travelling and exploring other cultures. While he was born in Sydney and completed his HSC at James Ruse Agricultural High School, Darren also lived and studied in India for a few years, which have all contributed to his appreciation for diverse approaches and perspectives. Darren has previously taken part in a Corporate Fighter charity night, which allowed him to explore his competitive side while contributing to a great cause. Other than boxing, Darren has a love for soccer, having played for many local clubs and passionately followed Manchester United over the years.

The expertise Darren has developed throughout his career enables him to provide clients with a robust plan to give them peace of mind about their financial future so that they can focus on all the other aspects of their lives. Darren is approachable and always up for a chat with clients and colleagues as he is a strong believer in building long-lasting professional relationships that are also enjoyable along the way.

CPD Information

0.00 CPD Hours

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