SMSF and Estate Planning Considerations

Much planning and effort is put into the establishment and growth stage of self managed super funds (SMSFs), the same effort and planning should be placed on the end of the SMSF membership/trusteeship lifecycle.

Whilst superannuation does not automatically form part of an individual’s estate it should always be an estate planning consideration. Ultimately, having a robust plan in place can help alleviate stress on the family and loved ones of the deceased during what is generally a difficult time.

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