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Category: Self Managed Super Fund (SMSF)

Is my Superannuation benefit covered under my Will?
Daniel, Self Managed Super Fund (SMSF)

Is my Superannuation benefit covered under my Will?

by Daniel McDonald Oct 18, 2019

In most instances, superannuation does not form part of a deceased’s estate. This means that in most cases, it is not paid to the estate unless the deceased person has made a valid and binding nomination to their estate. Superannuation and life insurance cannot be used to pay estate debt and liabilities – section 205 of the Life Insurance Act 1995 (Cth).…

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Transferring assets to your SMSF (Self-Managed Super Fund)
Self Managed Super Fund (SMSF)

Transferring assets to your SMSF (Self-Managed Super Fund)

by admin Dec 7, 2018

The Superannuation Industry (Supervision) Act 1993 (Cth), is the legislation that governs the relevant super laws for Self-Managed Super Funds or SMSFs. Individuals choose to establish a self-managed super fund for the benefit of having total control of the investment strategy of their retirement savings and because as a trustee, you decide how your fund…

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