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How to direct particular super assets to particular beneficiaries

How to direct particular super assets to particular beneficiaries

by ADLV Law Team | 8 - 264, 8 - Pass on your wealth (including EP)

A key benefit of having your super in a SMSF is that you can choose who ultimately benefits from particular assets within your fund when you die.

Business succession and your super fund

Business succession and your super fund

by ADLV Law Team | Business Interest, Facebook Published, Individual Interest, LinkedIn Published, Newsletter Published, Newsletters, Twitter Published

Sometimes people look to their super fund as a means of funding life insurance for a business buy-sell arrangement. This is possible, but there are some tricks and traps to be aware of…

Why do I need to think about what happens to my super when I die?

Why do I need to think about what happens to my super when I die?

by ADLV Law Team | 8 - 264, 8 - Pass on your wealth (including EP)

If you die with money left in super, there are a number of things you need to think about. Most importantly, who will get your super, and what tax will be payable?

Superannuation planning: minimise tax, protect wealth, secure your family’s future

Superannuation planning: minimise tax, protect wealth, secure your family’s future

by ADLV Law Team | 6 - 287, 6 - Build and protect your wealth (including trusts)

Superannuation is now an important part of all wealth-building and retirement strategies. We discuss the key issues that you should consider when setting up your superannuation strategy to make sure you and your family get the full benefit that superannuation can offer.

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