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What are superannuation death benefits? Superannuation death benefits payments consist of the member’s super balance (less any appropriate charges and taxes) plus any life…

Despite common misconceptions, your superannuation doesn’t automatically form part of your estate when you die. Superannuation death benefits are held by the trustee of…

A superannuation proceeds trust is a type of testamentary trust that can assist to save tax if your superannuation death benefits (including any life…

If you assumed that your superannuation death benefits are automatically gifted to your loved ones under your will, you wouldn’t be alone.  However, it’s…

Do you really understand your superannuation?  I doubt that many of us do. Australians had a combined $3.4 trillion in super in March 2022 and…

When it comes to planning for death, superannuation is commonly misunderstood. Your super is not usually dealt with under your Will, but instead under…

Many Australians were left scratching their heads last week when it was reported that a Victorian Magistrate who, had a brief romance with a…

Superannuation is dealt with under complex rules and is usually not dealt with by a person’s Will, or under intestacy laws (i.e. when a…

Superannuation funds are trust structures that provides benefit to their members upon retirement.  The main difference between self-managed superannuation funds (SMSFs) and other super…

Superannuation benefits are not normally part of your estate when you die. This means that as a general rule your super won’t be disposed…