Superannuation and estate planning

11 July 2016 Topics: Professional advisers, Estate planning, Superannuation

Superannuation is a major asset for most Australians and it is essential that it is dealt with in their estate planning, regardless of whether they are preparing a basic will or implementing a complex strategy.

This paper considers the elements that must be considered and balanced when dealing with superannuation death benefits and the potential traps and opportunities presented by superannuation in estate planning.

 

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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.