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
Beyond the will: How to protect your beneficiaries?
July 2018 For Baby Boomers with diverse asset bases in their …
Will my Will or testament deal with my SMSF on my death?
No! Your SMSF is excluded from your will and considered …
SMSF Estate Planning under the new reforms
February 2018From 1 July 2017, the introduction of the transfer …
Surviving the death of a member
October 2017IntroductionSMSFs provides you with additional control over your estate …
Your SMSF health check – What happens when a member dies?
September 2017The latest changes to the superannuation system, which took …
Videos
Aged care & incapacity for trustees – are you ready?
August 2018It is encouraged, as an SMSF trustee, that you …
SMSF estate planning under the new reforms
January 2018From 1 July 2017, there were significant changes to contributions, …
What happens to your SMSF when a member dies?
July 2017Although unpleasant to think about, it is vital you …
When life happens
October 2016Your SMSF may see marriage or marriages, divorce, business …