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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.

Estate Planning Lawyers

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.

Review for Morgan Solomon
Morgan Solomon
"What we appreciated most about working with Morgan Solomon was his extraordinary ability to absorb and process information on his feet and cut through peripheral issues. A good lawyer needs to remain calm, collected and outcome focussed throughout a tough negotiation. Morgan ticked all of these boxes, and more. He’s also a wonderful guy and really easy to work with."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Brandon Hetherington
Brandon Hetherington
"Brandon and the team and SHL were excellent to deal with. Their advice was clear and articulated in a manner that I could understand. They worked to some critical deadlines that I had which was very important. I would highly recommend and will certainly use their services again in the future. I would like to recommend Brandon Hetherington, Brandon has been amazing. Without his professionalism I probably would of going crazy. He explained everything in layman terms, which was great. Thanks once again, if you need a lawyer this is the place to go."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Jessica Spee
Jessica Spee
"Recently we consulted Solomon Hollet Lawyers to deal with some family matters on my behalf. In relation to a will. They were fantastic. Professional right from the start to the end. They made the process very comforting indeed. Originally I got onto them via a way of a 15 minute free phone call which I found on the internet. Jessica Spee was our lawyer and we established an awesome rapport with her. What was originally thought to be a massive headache for us was made very simple by Jessica. Her staff were professional and outstanding in their customer service delivery. Thanks Jessica your a total professional and I cannot highly recommend her and her company enough. Thanks a heap Jessica"
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Morgan Solomon
Morgan Solomon
"This firm is friendly, helpful and accessible - from the first person that answers the phone, they make you feel welcome and at ease. I had a consultation with Morgan Solomon and cannot recommend him highly enough. His early advice, for which I am incredibly grateful, has most likely saved me from a lengthy and expensive legal battle and many sleepless nights worrying about my situation. Morgan is not only an expert in his field, he is excellent at explaining applicable laws and the pros and cons of different courses of action to his clients. Thank you, Morgan, and everyone at Solomon Hollett Lawyers."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Andrew Bower
Andrew Bower
"Andrew Bower represented me in a very messy business partnership dispute. Andrew’s professional conduct, court mannerisms and high quality of work was amazing! His knowledge of the legal system and attention to detail gave me peace of mind every step of the way. The last 12 months have been a stressful legal roller coater ride and in December Andrew put a successful end to that chapter. I would highly recommend Andrew and I cannot thank him enough. Andrew Bower from Solomon Hollett law firm is an extremely professional, knowledgeable, pro active lawyer that owns the client's problem, and do everything possible to help the client succeed with great care, loyalty, passion and dedication. Strongly recommended. Andrew's professional advice and guidance has saved our business thousands and a lot of heartache. Highly recommend Andrew and Solomon Hollett Lawyers."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Annabel Pizzata
Annabel Pizzata
"We had an excellent experience with Annabel at Solomon Hollett Lawyers recently. Annabel helped us out through an estate matter that we wouldn’t have been able to deal with ourselves. She was very professional, helpful and prompt in all of our interactions. I would recommend them very highly."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Morgan Solomon
Morgan Solomon
"We engaged Solomon Hollett to represent us (executors) in a challenging and frustrating Estate matter. We cannot praise both Morgan Solomon and Matthew Gunn highly enough for the extremely professional and understanding approach they took and their attention to detail. Their knowledge of both the law and estate procedures was second to none and their communication skills were outstanding. We settled the matter at mediation thanks in large part to their support and guidance. I would very strongly recommend them."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Craig Hollett
Craig Hollett
"I recently employed Craig Hollett when my partner required defence in a complex criminal matter. From the outset of this very difficult journey, Craig’s professional and approachable manner put me at ease. Navigating foreign legal processes was incredibly unnerving, but Craig’s extensive knowledge and patient explanation made the experience far less daunting. Craig was always available to me when I required advice and guidance, which made me feel as though there was someone I could trust in the midst of a great deal of turbulence. Although he was kind and reassuring, Craig was straight down the line and made sure I was fully aware of all possible outcomes, even when it was not what I wanted to hear. The compassion and genuine concern he showed was extraordinary, as was his unwavering performance in court. With Craig’s guidance, we were able to obtain the best outcome we could expect, and I will be forever grateful to him. I could not be more pleased with the service that Craig provided and would not hesitate to recommend him."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Andrew Bower
Andrew Bower
"Our experience with Solomon Hollett Lawyers was nothing short of fantastic. We found ourselves in a tough spot when a client unexpectedly canceled a contract early, leaving us hanging with unpaid invoices and other charges for months. Andrew Bower, came highly recommended from another lawyer and lived up to every expectation. Not only were him and his team incredibly knowledgeable about the intricacies of contract law, but they handled our case with the utmost professionalism and expertise. What truly set them apart was their ability to translate all that legal terminology into layman's terms that we could easily grasp. It made navigating the complexities of our situation a breeze. Thanks to their guidance and skillful negotiation, we were able to resolve the matter in our favor. We couldn't be happier with the outcome! They consistently deliver exceptional service, demonstrating proficiency at every juncture. Highly recommended!"
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Morgan Solomon
Morgan Solomon
"Very grateful to be able to deal with Morgan and the rest of the team. They ask the right questions, arrive at the best possible solutions and are extremely thorough. Highly recommended for their professionalism and clarity provided."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Brandon Hetherington
Brandon Hetherington
"The last few months have caused a significant amount of stress for me around an estate matter. I wasn't sure what to expect when I searched for legal assistance since I have never had to use the services of a law firm before. Other Google reviews led me to Solomon Hollett Lawyers where I found Brandon to be very helpful and knowledgeable. Just knowing that he was supporting me in this matter made all the difference and helped to facilitate a positive outcome."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Craig Hollett
Craig Hollett
"We are very grateful to Craig for his outstanding work. Craig was highly professional, clear about his role and what he could do for us and he handled our case with an incisive precision. Craig fully and respectfully explained the processes and complexities of the case in a language that made sense to us and he outlined in detail steps that we had to take. What impressed us most was his willingness to understand the complexities of our Church structures and laws and take on board our principles and concerns. We cannot recommend Craig highly enough."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Andrew Bower
Andrew Bower
"I highly recommend Solomon Hollett Lawyers and in particular Andrew Bower. I was very anxious about my particular situation and Andrew was extremely helpful and knowledgeable. He put my mind at ease and I was grateful to have him in our corner. He was friendly and approachable and explained everything that was happening each step of the way and was also with us at the hearing which we won. I can’t thank him enough."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Brandon Hetherington
Brandon Hetherington
"We had a great experience with Brandon from Solomon Hollett. From the first phone call, I could tell that he had a solid grasp of our situation and what we wanted to achieve. He was very helpful and very responsive throughout our dealings with him. He got everything done in a timely way and we're very happy with the result. Definitely recommended! Thanks, Brandon. "
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Craig Hollett
Craig Hollett
"Craig was very reassuring from the outset, helping our family out of a building jam we found ourselves in. Andrew was also very proficient. With their help, we achieved what we set out to achieve quickly and efficiently. We will certainly contact Craig and Andrew if needed in the future."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Matt Gunn
Matt Gunn
"I highly recommend Matt Gunn and Solomon Hollett lawyers. I had a matter with the executor of my uncles estate. It was highly stressful but Matt not only resolved the issues but was very understanding and professional about it. Many thanks."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Brandon Hetherington
Brandon Hetherington
"Brandon Hetherington has been an absolute Godsend for us in a very difficult and stressful estate matter, which the Executor had been mishandling and dragging on for many years before we bought Brandon in to act. Prior to this, his advice and guidance kept us sane. All our enquiries were handled promptly and saved us from many sleepless nights. Without his help we would still be in estate limbo. We can't thank Brandon and Jessica Spee enough for their professionalism, empathy and support. They have got us through and we can now finally move on. Hopefully we never need their services again but I wouldn't trust anyone else with such important matters."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Annabel Pizzata
Annabel Pizzata
"Annabel from Solomon Hollett Lawyers was extremely reliable, helpful and friendly when dealing with myself and my mum regarding our matter. The services provided were professional and timely, and Annabel communicated with us regularly to ensure we were up to date with the progress of our matter. I’d be more than happy to recommend Annabel and Solomon Hollett Lawyers to anyone with estate issues."
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.
Review for Jessica Spee
Jessica Spee
"Jessica Spee was exceptional helping my partner and I navigating the settlement of our first property. She was incredibly knowledgeable, courteous, punctual and made the which seemed like a daunting task enjoyable . I would highly reccommend Jessica to anyone and everyone"
The privacy of our clients is important to us, but should you wish, we’re more than happy to provide client first names behind each of the testimonials upon request.

Discover the Solomon
Hollett difference

Personalised legal solutions

We understand the complexities you’re facing. Your litigation needs are unique and nuanced, so we tailor our legal strategies to align perfectly with your specific circumstances, guiding you with precision and dedication every step of the way.

Comprehensive legal knowledge

Rest assured that you’re in capable and experienced hands. Our extensive expertise across diverse legal arenas ensures that we’re equipped to guide you through the most pressing litigation challenges and opportunities, from commercial law and contract disputes to partnership conflicts and beyond.

Client-centric approach

Your peace of mind matters to us. We prioritise clear communication and steadfast support, focusing on securing outcomes that restore your calm and confidence.

Proven track record

Count on us to stand by you. Renowned for our commitment to excellence and a legacy of success in commercial litigation, we’re here to protect your interests with proven strategies that work.

Accessible and timely legal services

We’re here when you need us. With responsive service and flexible scheduling, we ensure that you receive legal guidance promptly, accommodating your needs and easing your stress during critical times.

Transparent and up-front

We’re upfront about the cost of what we do, so you know what you are committing to. We focus on the proportion of the fees to the value of the matter, making the return on your investment easy to ascertain from the get-go.

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.

Your Wills and estates planning toolkit

From smart estate planning tools to avoiding common planning mistakes. Everything you need in one place.

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?

We recommend reviewing both your SMSF deed and estate plan regularly, especially after major life events (marriage, divorce, birth of a child) or significant changes in your financial situation. This ensures your current wishes and circumstances are reflected.

What are the key superannuation laws governing death benefits?

Federal superannuation laws outline how death benefits are paid, including the process for nominating beneficiaries and the conditions under which Super death benefits, including life insurance proceeds, can be claimed and taxed.

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.

Fill in your details below

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

Fill in your details below