Superannuation Estate Planning

Did you know … your Will may very well be useless when it comes to addressing the passing of your superannuation savings to your chosen beneficiaries!

You see your superannuation savings may not pass through your Estate, and therefore may bypass your Will altogether.

This can be a problem if not fully understood and catered for … but … it can also be advantageous!

So its vital that your superannuation is considered and addressed separately from your Will and all the other elements of your estate plans.

More about Self-Managed Super

I am very happy to be able to write this testimonial for Duncan Melbin, Abhishek Puri and the Team at CapitalQ Chartered Accountants. When the opportunity arose for me to step up and become a Director of Office Solutions IT, and to take an ownership interest, Duncan and Abhi were the ones I turned to for advice regarding my obligations, my ownership structure, tax minimisation and management of my business interests moving forward. They have also assisted me with my property investing and development activities. They always return my calls promptly, are always available when I need to see them and their straight forward advice is always spot on.

Superannuation Estate Planning

More about Self-Managed Super

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