OUR EXPERTISE
Superannuation
Superannuation may form a significant component of your wealth, particularly if your insurance benefits are added.
Therefore, a vital part of the Estate Planning process is to consider how your superannuation death benefit will be treated on your death.
FAQ’S ABOUT SUPERANNUATION
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Superannuation death benefits are generally excluded from your estate unless you have nominated that the trustee of the superannuation fund distributes the benefits to your estate on your death. Therefore, a properly executed superannuation death benefit nomination can offer peace of mind. If you do not make a superannuation death benefit nomination then the trustee of the superannuation fund may have the discretion how your superannuation death benefit will be distributed.
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If permitted under the trust deed of the superannuation fund, you may make a death benefit nomination as to who will receive your superannuation death benefit upon your death. If validly prepared, your superannuation death benefit nomination will indicate to the trustee of the superannuation fund how to pay your superannuation death benefit.
Our Core Values
Clarity & Transparency
We conduct your Wills and Estate Planning with honesty and transparency, ensuring the process is easy for you and your loved ones.
Fixed Fee Quote
What fees you see at the start, is what fees you will see at the end. We assure you that there are no scary numbers to worry about here, clearly communicating directly to you.
Experience & Expertise
With over 12 years experience in the industry, we have a proven track record of work in Wills and Estate Planning and exceptional client satisfaction.
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