However, most people do not appreciate that superannuation is not automatically distributed in accordance with your will, and without proper planning it may end up in the hands of unintended recipients.
We often discover that clients have a sound superannuation strategy and an expensive will/testamentary trust, but they have been prepared in isolation and do not work together.
For these reasons (and others), superannuation and any associated life insurance must be properly considered when preparing any estate plan, from the simplest of wills to the most complex estate planning strategy.
Our award-winning Estate Planning Team are experts in superannuation and can assist you with:
Binding death benefit nominations (BDBNs)
Review and establishment of self-managed superannuation funds (SMSF)
Asset protection and tax minimisation through superannuation
Claims on superannuation and life insurance funds
Get the facts. Get help. Call our award-winning Estate Planning Team.
We can discuss your case and identify how we can work with you to achieve the best possible outcome.
or call a trusted advisor today