Superannuation Estate Planning

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