Superannuation: Death Taxes by Stealth

With the rise of superannuation and the increase in self-managed superannuation funds, also comes the rise in taxes payable as a result of the death of a member of those superannuation funds upon the monies paid to their estate as a death benefit.
A little-known fact, the death benefit held by the superannuation fund, including […]

Estate Planning & Self Managed Superannuation Funds: Is it covered by my Will?

The proceeds of your Self Managed Superannuation Fund (SMSF) and Family Trust do not form part of your estate. They are held by the trustees of the fund on behalf of the beneficiaries, in the case of the SMSF the members of the fund, generally you.That said, depending on the terms of the SMSF […]