Superannuation, Blended Families and Second Relationships: Estate Planning Risks
A practical guide to superannuation estate planning risks for blended families and second relationships — spouses, adult children, death benefit nominations and SMSFs.
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.
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 practical Victorian guide to binding death benefit nominations — eligible beneficiaries, lapsing and non-lapsing nominations, fund rules, common mistakes and estate planning risks.
Why superannuation isn't automatically controlled by a Will — how binding death benefit nominations work, when super should be paid to the estate, and the estate planning issues to consider.