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If you have a business, company, family trust or SMSF, estate planning usually includes preparing a written estate plan to help you and your…

Estate planning is about developing a strategy to ensures that your assets are distributed according to your wishes. A comprehensive estate plan will ensure…

What are superannuation death benefits? Superannuation death benefits payments consist of the member’s super balance (less any appropriate charges and taxes) plus any life…

Despite common misconceptions, your superannuation doesn’t automatically form part of your estate when you die. Superannuation death benefits are held by the trustee of…

A superannuation proceeds trust is a type of testamentary trust that can assist to save tax if your superannuation death benefits (including any life…

If you assumed that your superannuation death benefits are automatically gifted to your loved ones under your will, you wouldn’t be alone.  However, it’s…

There are several options available for replacing a deceased or incapacitated controller, however all are dependent on what the trust deed for your particular…

The assets owned by trusts do not form part of your estate and are not dealt with under your Will. You can’t use your…

You may need a refresher on why you set up your family trust in the first place. It was probably because family trusts offer…

If you assumed that the assets in your family trust are gifted to your loved ones under your Will, you wouldn’t be alone. However,…