It’s official: super isn’t part of your estate. A recent Federal Court Decision highlights the risk of failing to consider one of your biggest assets – your super – as part of your estate plan.
This solution brief discusses your options for appointing a trustee for your self-managed super fund, and what happens if you lose mental capacity, die, or leave the country.
This information sheet will help you execute a Binding Death Benefit Nomination (BDBN). A BDBN enables you to direct how you want your superannuation dealt with when you pass away.
Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think. You need to think past the “deduction” for premiums.
We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both when we are setting up a new super fund, and when we are reviewing an existing super...
In this handbook we provide a detailed and practical guide to controlling a family trust when you die. The information contained in this post is current at the date of editing – 05 September 2025.
Download our Private Ancillary Funds (PAF) booklet which explains: What a PAF is; How it works; and Whether it is the best charitable strategy for you. The information contained in this post is current at the date of editing – 30 May...
