Information provided on this website is general in nature and does not constitute financial advice.
APC Superannuation Specialists will endeavour to update the website as needed. However, information can change without notice and APC Superannuation Specialists does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decisions, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs.
APC Superannuation Specialists does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Akambo Pty Ltd t/a Accountants Private Advice, its employees and Authorised Representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Superannuation is often one of the most significant assets with an estate. Careful estate planning will not only give you peace of mind for your family’s future, but ensure that your estate attracts as little tax as possible when it’s transferred to your beneficiaries. SMSFs can be an effective estate planning tool given the control members have over their funds and the flexibility that it offers. However, trustees should also be aware that unless proper plans and mechanisms are put in place, that same flexibility can result in estate planning outcomes that are very different from what a member intended.
We will assist with planning strategies that may be utilised to achieve your estate planning goals while minimising the impact of income tax on beneficiaries or dependants. We can also advise trustees with respect to death benefit nominations and death benefit rules within a superannuation fund.