Superannuation benefits and the associated insurance and disability components have become of major importance in Australia and, along with the funds designated in one’s estate, a most significant asset payable on death.

Critical issues in the allocation of superannuation benefits in the event of death relate to whether a binding nomination is in place and who are deemed to be dependents.  Quite separate from these issues are the tax implications when your entitlement is available.

We can work alongside financial planners and accountants in providing sound advice so that you can be confident your assets are secure and your entitlement goes to your intended recipients.

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Teagan Howard

Telephone (+61 3) 9870 9870
Fax (+61 3) 9870 5704
Email Teagan Howard