Wills, Estate Planning and Your Superannuation

Could Your Superannuation Could Be One of Your Biggest Assets?

Many people are surprised to know that along with the family home, a person’s superannuation benefit is one of their most significant assets.

However, do you know that superannuation benefits are not covered by your Will?
With superannuation, the payout of a death benefit is usually left up to a trustee’s discretion in the absence of binding death benefit nomination.

Make the Most Out of Your Superannuation Benefits. Book a Free 15-Min Consultation

How a Binding Death Benefit Nomination Can Help You

A binding death benefit nomination serves to legally bind the trustees of your super fund to pay out your super benefits to your dependents, or your estate, in amounts specified by you.

For example, they can be used to distribute your superannuation evenly among your children or between children and your spouse. Paying superannuation benefits to your estate allows you to combine all your assets together into one trust for spouses or minor children.

Consulting Claire Dunning for a review of your super documentation is a great way to find clarity on binding death nominations and the transfer of control under a self managed super fund. Having a clearer understanding about the allocation of your super funds can help you and your loved ones avoid an undesired tax outcome.

Need More Advice on Creating a Will? Download our FREE Informative guide to making an effective will.

Book a Free 15-Min Consultation with At Home Legal

Have Peace of Mind that Your Wishes Will be Carried Out

Consult with Claire Dunning if you have not previously considered the distribution of your superannuation, or other assets not covered in your existing Will.

Your consultation with Claire will begin with a review of your situation to ensure your current nominations and any self managed super deed accurately reflects your wishes. Claire can also help by advising on related matters such as your life insurance and Will. Th is includes advice on providing for beneficiaries of a second relationship and how to nominate beneficiaries for tax purposes.

Reviewing self managed superannuation deeds for succession of the trustee who controls the fund.

Looking for more services relating to Wills & Estate Planning?

Select from the Following to Learn more about our Estate Planning Services

Estate Planning

Wills & Power of Attorney

Testamentary Trusts

Death Benefit Nominations

Statement of Wishes

Review of Family Trusts

It is my pleasure to recommend Claire Dunning of At Home Legal, as an outstanding firm for all estate needs. Claire offers an excellent service, and she brings unique skill set to the table. Claire and her team provides fantastic ongoing support, I have received sound, carefully considered advice at a time when I needed it the most. I would recommend Claire and her firm’s service to anyone wanting clear direction and honest, trustworthy advice.

“Dealing with Claire is fantastic, She is very personable, easy to deal with and makes estate planning easy”

“Claire was able to deal with all of the complications and the concerns of the many beneficiaries had when I was acting as the sole executor of the estate”

CLAIRE DUNNING ESTATE LAWYER