Proper estate planning should include obtaining advice on your superannuation entitlements to ensure the benefit is paid in accordance with your wishes.

Superannuation does not automatically form part of your estate and is not automatically dealt with under the terms of your will.

Our experienced solicitors can provide you with the right advice in relation to;

  • Drafting Binding death benefit nominations
  • The lapsing nature of some death benefit nominations
  • Specific issues regarding self-managed superannuation funds including the appointment of appropriate trustees of the fund

If you are unable to attend our office, we offer home and hospital visits in Coffs Harbour and surrounding suburbs.

Contact our estate planning team now, headed by our Accredited Specialist in Wills and Estates, Manny Wood.

 

Recent articles by Manny: 

Hypothetical: Superannuation saga that could have been avoided

Hypothetical: A tale of two superannuation stories 

Hypothetical: Superannuation nomination trap