SMSF estate planning

Self-managed superannuation funds (SMSFs) allow for a high level of flexibility in the management of a person’s superannuation benefits upon passing.

Careful planning can allow your SMSF benefits (which are not automatically estate assets) to be passed onto those dependants who you wish to benefit, in the most efficient and tax effective way possible.

In this section you will learn the key concepts behind robust estate planning for SMSF trustees, and how to take advantage of the greater control accorded to SMSFs in passing on wealth from an SMSF.