by tkelly | Nov 11, 2025 | Self Managed Super Fund, Superannuation
Superannuation is part of your succession plan. Your benefits are accumulated to be paid to you to fund your retirement during your lifetime. These benefits do not form part of your deceased estate. They are only dealt with in accordance with your Will if your...
by Claire Stollery | Oct 11, 2022 | Estate Planning, Wills
Many clients with a real estate portfolio choose to create discretionary testamentary trusts (DTTs) in their Wills in order to pass the benefit of the portfolio on to their children. The DTT structure has many taxation benefits; however, it is also worth considering...