Category: Death Benefit Nomination

Have you considered what you will do if an unexpected event occurs?

Have you considered what you will do if an unexpected event occurs?

Your SMSF is a long-term plan.  Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place…

Transition to Retirement Income Streams (“TRIS”) – what happens to my TRIS when I die?

Transition to Retirement Income Streams (“TRIS”) – what happens to my TRIS when I die?

Last month, we spoke about Transition to Retirement Income Streams (“TRIS”). These pensions allow individuals to access their superannuation benefits prior to retirement or without having to terminate their employment….

Is your death benefit nomination worded correctly? Now is the time to check

Is your death benefit nomination worded correctly? Now is the time to check

After your family home, your superannuation is most likely the next largest asset. Do you know what will happen to your superannuation upon your death? Will it automatically get paid…