Many SMSF members assume their Will determines who inherits their superannuation when they pass away.
Unfortunately, that's not always the case.
It's one of the most common estate planning misunderstandings we come across. People spend time preparing a Will, confident their assets will pass to the right people, only to discover that superannuation operates under a different set of rules.
The reality is that your SMSF sits within a trust structure. While your Will remains an important part of your estate plan, it doesn't automatically determine who receives your super benefits. Without the right documentation in place, your intended beneficiaries may not receive your SMSF assets in the way you expected.
For clients with straightforward SMSF arrangements, we can assist with a simple SMSF Will for a fixed fee of $990. In many
cases, this cost can be paid directly from your SMSF. For more complex family, trust or estate planning circumstances, additional advice
may be recommended to ensure all structures work together effectively.
A simple SMSF Will can help ensure your super benefits are passed to the people you choose. Fixed fee $990 for eligible SMSF members.
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