This paper includes practical strategies aimed at helping your clients through the most difficult time in their lives by looking at the three planning stages - building superannuation into the overall estate plan; pre-death planning; and postdeath planning. The paper covers:
- hands on tips for estate planning around superannuation
- practical advice designed to simplify estate administration
- avoiding tax traps when dealing with superannuation death benefits
- proactive strategies for improving tax and financial planning outcomes.