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.

Self-Managed Super

What our customers say

Rescued us from the clutches of a big, overcharging, national Accounting Firm

Having recently started our business we found ourselves at the mercy of a large, national, supposedly expert, Accounting Firm. Their fees were huge, and despite us expecting that would mean our affairs were being kept in perfect order, it turned out to be the exact opposite! Luckily, we found CapitalQ just in time and they have rescued us from the clutches of those over charging, and yet underservicing, so called “big time” advisers. Our affairs are up to date for the first time since commencing business. And for the first time we know the true position of our business, how it is performing and we are making better, more informed business decisions than ever.

Daniel Skerke

Co-Founder & Director - Fresh Pathways (Making Dreams Become Reality)

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