Superannuation

As many people have now significant wealth held within superannuation fund or funds it is particularly important to ensure that our Clients have an accurate understanding of how the superannuation resources will be dealt with in the event of their death. We can explain how a Will incorporating a beneficiary controlled testamentary trust arrangement can also work well to ensure that the most effective family wide distribution of assets occurs in the event of the death of the Willmaker. The Will allows for the executor to exercise a discretion to adjust entitlements, taking into account the Willmaker’s total wealth, including assets held in superannuation or a family trust.

Enquiries

Janine Porto E: