Home » Estate Planning

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.

ADDITIONAL RESOURCES

Articles & Resources

Estate Planning

Superannuation death benefits – review your succession plans

Estate Planning

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

Estate Planning

SMSF Estate Planning under the new reforms

MEDIA

Videos

Estate Planning

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?

Join The Community

Enjoy the control and flexibilty that comes with managing your own super.