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

CapitalQ relieved me of a substantial burden...

I engaged Duncan and the Team at CapitalQ as I quickly identified their exceptional tax knowledge and ability to think proactively and formulate solutions to a variety of tax problems. They have helped me through complex tax issues stemming from the sale of businesses as well as the sale of investment properties and my financial position is significantly improved as a direct result of their never give up attitude to finding tax savings. They now manage all aspects of my current businesses’ daily accounting and tax, relieving me of a substantial burden and allowing me to focus my time and energy on expanding my business interests.

Kurtis Scott

Scott Group of Companies

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