Make a superannuation death benefit nomination

Should I Involve My Children in the Control of My Family Trust?

Make a superannuation death benefit nomination Your super does not pass under your will, and the person who decides is the person who survives you. Superannuation is often the largest asset a person owns, and it is not theirs to leave. It sits in a trust. When you die the trustee decides who receives it, […]

Solution Brief: Super Death Benefit Nominations

Solution Brief: Self-Managed Superannuation Fund Investment Rules

This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth tied up in super.  People are also keeping money in super for longer during retirement – taking a super ‘pension’ rather than in lump sums because it is better […]

Solution Brief: Life Insurance and Super

Solution Brief: Life Insurance and Super

Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think.  You need to think past the “deduction” for premiums. The good news Funding life insurance premiums through super can be tax effective because concessional contributions used to pay premiums are effectively not subject to the 15% contributions […]