We received a reminder from the provider of our SMSF deeds the other day. If you nominate your legal personal representative to be the recipient of your superannuation proceeds, make sure that they are dealt with separately in your Will, especially if your will has discretionary testamentary trust provisions. For example, if you leave your […]
Tax- Effective Wills Read More »
We’ve been preparing a few wills of late. One set of clauses we are including deal with superannuation proceeds that are paid into the estate, which gives more flexibility to ensure they go to the intended persons. In one instance, we ensured minimal tax by splitting the sum of the Super Proceeds and the Residuary
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We have been finalising wills for a couple with a large combined estate, however, the wife will not have much in her estate if she pre-deceases her husband, because most of her assets are in super. We have worded her will such that, if her husband survives her, even by 5 minutes, all of her
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