Where did it go? Superannuation, death benefits and blended families
12 July 2016 Topics: Superannuation, Estate planningDealing with superannuation death benefits when preparing an estate plan for a blended family is extremely complex as the law does not currently provide the flexibility most clients desire. This paper addresses common issues that arise with superannuation in a blended family estate plan and provides insight into the available options to assist clients achieve their preferred outcomes.
This publication is for information only and is not legal advice. You should obtain advice that is specific to your circumstances and not rely on this publication as legal advice. If there are any issues you would like us to advise you on arising from this publication, please let us know.
