This paper addresses issues with superannuation in an estate planning context providing a useful insight into the breadth of issues that must be considered when you are engaged to prepare even the simplest Will for a client. Advisers must ensure that they have prudently considered the issues relating to the superannuation death benefit in drafting a Will, including ensuring the Will is structure correctly to deal with all the possible alternatives that may arise.
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The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
