Identify your superannuation interests

We identify your superannuation interests, and ensure that these are taken into account when preparing your estate planning documents. Superannuation does not automatically become part of your estate, and positive steps may need to be taken to ensure that your entitlements on your death go to those you wish to benefit.

If you have a self-managed superannuation fund, we work with your advisers to make sure that:

• The fund trust deed is updated if required to support the strategy you wish to put in place

• Binding or non-binding death benefit nominations are in place as required

• Pensions are structured appropriately to achieve your objectives

• Entitlements are taken in the most tax-effective manner