Estate Planning for a Self-Managed Superannuation Fund

A SMSF is separate from the Estate and can be used to separate assets from the Estate, should you wish to do so. It provides concessionary tax treatment of income, in the form of a reversionary pension, which transfers assets from the deceased to the surviving members whilst maintaining the concessional tax treatment (of course, subject to conditions).

A legal professional experienced in Estate Planning can draw up your Will for you. We can refer you to such an expert should you wish to go down that path.