Taxation Planning & Estate Planning

/Taxation Planning & Estate Planning
Taxation Planning & Estate Planning 2017-05-26T19:06:14+00:00

Estate planning is a vital element of your Self Managed Superannuation Fund (SMSF) strategy. Legally superannuation is not regarded as an estate asset, so it is of the utmost importance that members document their preference for the distribution of entitlements upon their death. The superannuation specialist at Hall Chadwick Melbourne can assist in the estate planning process to ensure that upon your death, the trustee of your SMSF directs your benefits to your desired beneficiaries.

As part of our Superannuation Advice service, our SMSF adviser can advise on various estate planning tools such as binding death benefit nomination (BDBN); discretionary nomination or non-binding death benefit nomination; ‘hard wired’ clauses; and the risks associated with paying a superannuation death benefit to your estate.

Our specialist superannuation estate and taxation planning services include:

  • SMSF estate planning advisory
  • Superannuation tax implications and estate taxation planning
  • Advisory on trustee discretion and legislation
  • Binding death benefit nomination (BDBN)
  • Discretionary nomination or non-binding death benefit nomination
  • Advice on the risks associated with paying a superannuation death benefit to your estate
  • Payment options for the superannuation death benefit
  • Taxation of superannuation death benefits
  • Compliance with the Superannuation Industry (Supervision) Act 1993
  • Compliance with SMSF trust deed rules and provisions
  • Compliance with relevant taxation and trust laws
 To discuss your specific superannuation estate planning requirements please contact Hall Chadwick Chartered Accountants Melbourne.


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