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Case Study: Superannuation Succession Planning for a Blended Family

This case study considers the superannuation succession planning for a man in a blended family, trying to ensure his children from his first marriage also get some inheritance

If super is not my estate asset, what else is not my estate asset?

In simple terms, estate assets are assets that you own in your personal name at the date of your death. These are the assets that are dealt with in your Will. Non estate assets are dealt with otherwise.

2019-01-23T10:16:36+11:00Estate Planning, Succession Planning, Superannuation|Comments Off on If super is not my estate asset, what else is not my estate asset?

Your Superannuation is Not Your Asset

For many people, their superannuation is their biggest asset. However, your superannuation is not an estate asset to be dealt with under your Will. Instead, it is an asset held on your behalf by the trustee of your superannuation fund.

2019-01-22T17:25:46+11:00Estate Planning, Succession Planning, Superannuation|Comments Off on Your Superannuation is Not Your Asset

Terminally Ill – Should I take my super out or not?

If you know you’re going to die, you will want to do what’s best for your family, but you’re probably also going to want to have a bit of fun while you’re still feeling ok.

2019-01-22T17:27:35+11:00Estate Planning, Succession Planning, Superannuation|Comments Off on Terminally Ill – Should I take my super out or not?

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