Estate Planning

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Estate Planning

You’ve worked hard to save for your retirement which means it’s important to ensure you have the right strategies in place for the future.

Resources on estate planning are available below.

Articles and Resources

Superannuation death benefits – review your succession plans

Sponsored Content

Beyond the will: How to protect your beneficiaries?

Will my Will or testament deal with my SMSF on my death?

SMSF Estate Planning under the new reforms

Surviving the death of a member

Your SMSF health check – What happens when a member dies?

Videos

Guest Contributor

When life happens

What issues arise for the other trustees when the death of a fellow member is likely and following death when an executor steps in?

What issues arise for the other trustees when the death of a fellow member is likely and following death when an executor steps in?

What are some of the traps in binding death nominations?

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