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

Providing the Financial Sounding Board to Grow a National Business

CapitalQ provides important services for our business by assisting us in relation to a wide range of financial and business growth matters on a consistent and ongoing basis. Specific support has included: implementing easy to read monthly financial management reports; identifying significant tax saving strategies (including an annual saving of nearly $30,000 a year on Payroll Tax); recommending and implementing business changing cloud-based software platforms; and streamlining our internal accounting and bookkeeping processes. This support has meant that CapitalQ has effectively become our financial sounding board so we can make informed strategic decisions about our business. This in turn has allowed us as Directors to focus on expanding our business to a national presence (currently three States and growing).

Superannuation Estate Planning

More about Self-Managed Super

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Providing the Financial Sounding Board to Grow a National Business