Superannuation Estate Planning - CapitalQ

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

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What our customers say

Logo for Dr Chris Mitchell & Ms Kirsty Browne-Cooper
A significant medical invention with a potentially large international royalty stream was a great step towards financial independence, but we had no idea of how to manage the finances or tax implications.

CapitalQ guided us through the process of setting up a business including utilising Trust structures, resulting in a significant increase in the after tax financial returns from the invention.

They now care for our entire family’s tax issues and returns.

We could not be happier
Dr Chris Mitchell & Ms Kirsty Browne-Cooper

Dr Chris Mitchell & Ms Kirsty Browne-Cooper

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