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WILL MY SUPERANNUATION FORM PART OF MY ESTATE?

WILL MY SUPERANNUATION FORM PART OF MY ESTATE? Superannuation death benefits do not automatically form part of an estate and therefore cannot be primarily dealt with in a Will. The Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and the Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations) set out how and to whom the […]

SHOULD YOU SET UP A TESTAMENTARY TRUST IN YOUR WILL?

SHOULD YOU SET UP A TESTAMENTARY TRUST IN YOUR WILL? Testamentary Trusts are trusts established in a Will of a person and such trusts are very effective estate planning tools. Most of the Testamentary Trusts are discretionary trusts that provide the trustee of the trust with an unfettered discretion on how the assets and/or income […]