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Superannuation Estate Planning

Hewison Investor Insight Seminar Series 26 May 2010 – Glenn Fairbairn – Superannuation Estate Planning

Glenn Fairbairn
Director/Private Client Adviser
26 May 2010

Over the next two decades almost $70 billion of intergenerational wealth will change hands in Australia, but many will lose out due to lack of planning and low levels of understanding of the rules governing superannuation and death taxes – a complex area of super that’s not often publicised.

Superannuation plays a large role in family wealth creation strategies, without the right planning and structures in place your beneficiaries could stand to see a lot of your hard earned super balance paid out in taxes or value lost when they are forced to sell down superannuation fund assets.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.