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Superannuation is an important consideration when it comes to estate planning. It’s likely that your super will be one of your largest assets, meaning the way that it ties into your overall estate planning is a critical decision.

Our team of financial experts are experienced with all aspects of estate and succession matters – from planning and implementation, through to execution, and if necessary, dispute resolution.

We work closely with you, taking time to understand your unique scenario, your goals, and your wishes. We then provide you with all of the information and guidance you need to make informed decisions for the future of your estate.

Speak to our experts about our estate planning services.

Estate Planning, Superannuation & Inheritance Tax

We provide expert support to assist parties and legal professionals in navigating any accounting, business valuations, structuring or investigation challenges that might arise during the estate planning or implementation process.

One of the most popular methods of achieving your desired estate planning outcome is by using a Self-Managed Superannuation Fund (SMSF). SMSFs are popular due to their flexibility and ability to facilitate a number of different strategies including:

  • Multiple pensions with different tax elements
  • Pensions automatically revert to a spouse, so it is not treated as a superannuation death benefit
  • Using binding death benefit nominations to create certainty as to who receives the benefit
  • Greater flexibility of death benefit payments to ensure the most tax-effective outcome
  • Greater control of who makes the decisions when the trustees no longer can

No one strategy universally suits everyone, and we take the time to ensure your desired outcome is achieved. Where required our experts also draw upon the expertise of other advisors across the firm to provide a comprehensive estate planning solution.

This includes:

  • Taxation Consulting
  • Forensic & Litigation Support
  • Forensic Technology
  • Financial Advice
  • Insolvency, Reconstruction & Bankruptcy

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Meet the Experts

Speak to our experts about estate planning