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

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The Team at CapitalQ are lifestyle creators!

Sure over the past 20 years (Duncan was my advisor even before he started CapitalQ) they have saved me huge amounts of tax and helped me build wealth through property and self-managed superannuation, but the most significant thing they have done for me most recently is take all of my accounting and related record keeping and administration headaches and obligations off my hands. It has allowed my business to become incredibly easy to operate and manage, and has freed up my time to do the things I want to do, most specifically travel as much as I want!
Mike and Jane Gray Mike and Jane Gray

Mike and Jane Gray

Exploration Data Services

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