probate estate adminstration

Case Studies

A lot of people we deal with find the Will and Estate Planning process a little uncomfortable, however that's completely normal.

To help you with this we have some simple case studies below that show how having the right documents in place can protect your loved ones right when they need it most.

Recent Articles

SMSFs & BDBNs

SMSFs & BDBNs

December 15, 2021

In our last article we wrote about putting in place your binding death benefit nomination (BDBN) in your superannuation. In this article we would like to refer to superannuation held in a Self-Managed Superannuation Fund, an SMSF for short. Same as your industry owned superannuation, you can name a beneficiary to inherit your superannuation under…

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Who should I name as my Superannuation beneficiary?

Who should I name as my Superannuation beneficiary?

November 17, 2021

As part of our estate planning services, we will talk to you about your superannuation and if you have a binding death benefit nomination in place. Generally, your superannuation does not form part of your estate and is not distributed under your Will. If you do not have a binding death nomination in place upon…

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