SMSF death benefit planning

Price: $POA

This service requires legal advice and tailoring.  Quoted fees for client acceptance will vary based on the complexity of the advice and/or documentation required.

Many do not realise that a person’s superannuation does not make up a part of their estate and therefore cannot be included in that person’s will. Instead, a person’s superannuation must be left to the intended beneficiary by using a reversionary pension, a death benefit nomination, or the trustee’s discretion. To complicate matters, there are numerous forms of death benefit nomination.

Each of these options will impact a person’s estate plan differently. We can provide advice and implementation of a death benefit plan that complements a person’s estate plan so that their superannuation is gifted to the intended beneficiaries.

What's included:

  • documents that may be required depend on the nature of the matter at hand

For more information, please fill out our no obligation enquiry tab and we will be pleased to contact you shortly, or call 02 8296 6266 for immediate assistance.