Estate planning trap no. 1 – superannuation
Do you really understand your superannuation? I doubt that many of us do. Australians had a combined $3.4 trillion in super in March 2022 and it’s
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Category: Superannuation
5 tips to ensure that your loved ones get your super
When it comes to planning for death, superannuation is commonly misunderstood. Your super is not usually dealt with under your Will, but instead under complex
What happens to my super when I die?
Many Australians were left scratching their heads last week when it was reported that a Victorian Magistrate who, had a brief romance with a court
Someone else will probably decide who gets your super when you die. Here’s why.
Superannuation is dealt with under complex rules and is usually not dealt with by a person’s Will, or under intestacy laws (i.e. when a person
Self-managed super funds and estate planning
Superannuation funds are trust structures that provides benefit to their members upon retirement. The main difference between self-managed superannuation funds (SMSFs) and other super funds
What about my super?
Superannuation benefits are not normally part of your estate when you die. This means that as a general rule your super won’t be disposed of in accordance with your Will. Usually, the trustee of your super fund will pay your entitlements to one or more of your dependants or to your estate.
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