Practice area
Guidance on superannuation death benefits, binding death benefit nominations, SMSF succession, trustee control and the estate-planning issues that arise when superannuation intersects with a Will.
How superannuation death benefits are taxed in Australia: who is a death benefits dependant, why an adult child can pay tax, benefit components and untaxed elements, and what happens when the fund pays the deceased estate.
A practical guide to superannuation estate planning risks for blended families and second relationships — spouses, adult children, death benefit nominations and SMSFs.
A practical guide to estate planning risks when superannuation death benefits may pass to adult children — dependency, tax warnings, blended families and estate disputes.
A practical guide to superannuation death benefit disputes — invalid nominations, trustee decisions, eligible beneficiaries, SMSFs, estate disputes and urgent steps.
A practical guide to SMSF succession after death — trustee control, corporate trustees, death benefit nominations, fund deeds, estate planning and dispute risks.
A cornerstone Victorian guide to binding death benefit nominations — validity and execution, eligible recipients, direct payment versus payment to the estate, testamentary trusts, reversionary pensions, attorneys and capacity, tax, and how nominations are challenged or defended.
Does a Will control superannuation? How a death benefit is paid to a beneficiary or to your estate, what nominations do, the tax distinctions, and how to coordinate your Will, nominations, insurance and pension arrangements.
