Self-Managed Super + Estate Planning

Safeguard your future and your wishes with
effective superannuation and estate planning.

Protecting your superannuation is crucial when it comes to planning for your future. It’s also crucial to ensure your estate wishes are properly documented to minimise the burden on your family. Our in-house superannuation and estate planning expert, Cassandra McMahon, can work with you to ensure that your self-managed superannuation fund is compliant and meets all regulatory requirements as well as reviewing your estate plan to ensure that your estate is distributed in the most tax effective way.

Like succession planning, estate planning is an emotional process for all parties. Decisions facilitated by an understanding and considerate professional can greatly improve the success of your estate’s transfer according to your wishes.

We work with you to:

• Complete and lodge your super fund’s annual accounts and tax return.
• Understand and document your estate planning wishes.
• Establish a superannuation fund if necessary.
• Maximise benefits and minimise tax through opportunities to contribute to, or withdraw from, your superannuation.
• Facilitate discussions around your estate planning wishes.
• Ensure annual accounts and tax returns support your estate plan by correctly reflecting loans, asset ownership and how family members receive income and distributions.
• Advise on communicating your wishes to your family.
• Advise on the often complex area of estate planning around your business.
• Conduct periodic reviews of your estate plan to ensure it reflects any changes in circumstances.