Super and wills

Will clients' super go where they want it to when they die? Good planning is the key.

It's not too soon to think about how a super fund will be distributed and taxed when a client dies. They shouldn't assume that it will be covered by their will - if they want a particular outcome, they should provide instructions for the Fund Trustees, in the form of a binding nomination. And, says Michael Jones, of Cummings Flavel McCormack, they should look into the likely taxation arrangements if they want to achieve the best outcome.Log InSubscribe
Michael Jones CA, Cummings Flavel McCormack