Estate Planning
What happens to your superannuation when you die?
Submitted by: Physio Accountant - 8-Nov-2021
Superannuation is not like other assets as it is held in trust by the trustee of the superannuation fund. When you die, it does not automatically form part of your estate but instead, is paid to your eligible beneficiaries by the fund trustee according to the rules of fund, superannuation law, and the death nomination you made.
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( Posted in: SMSF
)
Estate Planning: Making sure your money goes where you want it to
Submitted by: Physio Accountant - 27-Sep-2016
Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die
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( Posted in: Living Estate Planning
)