Superannuation Inheritance Lawyers
Super is a complex area. It’s essential to have a solid understanding of how the super laws affect your estate planning and the inheritance process. Legal advice and support is essential to ensure your future, as well as that of your family, is protected.
Secure your peace of mind and ensure your superannuation arrangements are effectively integrated with your estate plan with the help of our experienced superannuation lawyers in Perth.
Guard your future with Perth superannuation lawyers
In the intricate landscape of estate planning, a superannuation lawyer is your key ally. Our team is dedicated to converting complex legal frameworks into secure futures.
- Future-proof planning: No more uncertainty. We craft superannuation plans that are straightforward, legally sound, and perfectly aligned with your estate planning goals
- Proactive support: We proactively identify and address legal pitfalls in superannuation plans to protect your future and your loved ones.
- Strategic nominations: We transform beneficiary nominations into strategic decisions that ensure your assets are distributed according to your wishes.
- Compliance assurance: Stay in sync with the latest superannuation laws and regulations.
How our superannuation lawyers can help
Navigate the complexities of superannuation and estate planning with confidence. Our skilled superannuation lawyers in Perth are equipped to assist you with:
- Superannuation planning
- Beneficiary nominations
- Binding death benefits nominations
- Superannuation disputes
- SMSF (Self-Managed Super Funds)
- Compliance checks
- Estate planning integration
- Superannuation claims
- Advice on tax implications
- SMSF Trust deed advice
- Wealth protection
Client testimonials
From individuals to families, from startups to large corporations, professional groups to charitable foundations - we’ve stood beside a diverse range of clients helping them best navigate their legal journey when it comes to protecting assets and securing legacies. Here’s what some of them have to say.
Discover the Solomon
Hollett difference
Personalised legal solutions
Comprehensive legal knowledge
Client-centric approach
Proven track record
Accessible and timely legal services
Transparent and up-front
Why estate planning is so important
A comprehensive estate plan is essential in protecting your legacy and ensuring your loved ones will be looked after. Here’s why.
Frequently
asked
questions
Can’t find what you are looking for?
Why is superannuation important for estate planning?
Superannuation is crucial for estate planning because it’s not automatically included in your estate or dealt with by your Will. In estate planning, it’s essential to consider how your Super benefits, including any life insurance within the fund, will be distributed upon your death, ensuring they align with your overall wishes.
How can a superannuation lawyer help me?
Our team of superannuation lawyers in Perth WA can help with everything from selecting beneficiaries and making binding death benefit nominations to integrating your Super with your broader estate plan. We always ensure compliance with laws and resolve disputes related to superannuation benefits.
How are superannuation death benefits distributed?
Superannuation death benefits can be distributed as a lump sum payment, a death benefit income stream, or a combination of both to eligible beneficiaries such as financial dependents or a legal personal representative.
Who qualifies as a financial dependent for Super death benefits?
A financial dependent typically includes a spouse, de facto partner, children of any age, and any person the deceased person had an interdependency relationship with, including those financially reliant on the deceased at the time of death.
What is a binding death benefit nomination and how does it work?
A binding death benefit nomination directs your Super fund to pay your superannuation death benefit to specific beneficiaries in the proportions you specify. It’s legally binding on the Trustee of your Super fund, provided it meets all legal requirements.
Can superannuation be challenged in a Will dispute?
Yes, superannuation can be contested if there are disputes over the validity of a nomination or if dependents believe they have not been adequately provided for. However this is separate to a dispute over your Will. Legal advice is essential in these situations to navigate the dispute resolution process.
What happens to my superannuation if I don't have a Will or binding nomination?
If there is no valid binding nomination, the Super fund Trustee decides who receives your Super benefits. This might not align with your wishes, which is why estate planning for your superannuation is so important.
How do self-managed Super funds (SMSFs) fit into estate planning?
Are there tax implications for superannuation benefits paid to beneficiaries?
Yes, the tax treatment of superannuation death benefits depends on factors like whether beneficiaries are financial dependents for tax purposes. Our superannuation lawyers can provide advice on minimising tax implications for your beneficiaries.
What is a non-binding death benefit nomination?
A non-binding nomination guides the Trustee on who you prefer as beneficiaries, but the Trustee retains the final decision.
Can a superannuation lawyer help with disputes over superannuation benefits?
Absolutely. Our superannuation lawyers are skilled in handling disputes over Super death benefit distributions, including contesting or defending claims and negotiating resolutions that respect the deceased’s wishes.
How often should I review my superannuation and estate plan?
What are the key superannuation laws governing death benefits?
Book your free 15 min consultation
Discussing your situation over the phone is often the best way to start, and we’re pleased to offer all new and existing clients a free 15-minute phone consultation for every Will defence matter. This is a great opportunity to let us know more about the assistance you’re seeking, clarify your situation, and walk you through how best we can help and what’s involved. Whether you’re facing a Will challenge, need to uphold the validity of a Will, or require guidance on any other related issue, our experienced team is here to provide the support and expertise you need.
Discussing your situation over the phone is often the best way to start, and we’re pleased to offer all new and existing clients a free 15-minute phone consultation for every Will defence matter. This is a great opportunity to let us know more about the assistance you’re seeking, clarify your situation, and walk you through how best we can help and what’s involved. Whether you’re facing a Will challenge, need to uphold the validity of a Will, or require guidance on any other related issue, our experienced team is here to provide the support and expertise you need