The preparation of your estate plan involves a number of matters, especially the payment of your superannuation death benefit. From 1 July 2017 a “Transfer Balance Cap” was introduced. In broad terms, the effect of the Cap is to limit the total amount of...Read More
People often hold great wealth within their self-managed superannuation funds and they are often amended and updated as circumstances and laws change. Keeping track of any changes is crucial so it’s important you know the answers to these questions: Where is the...Read More
