Life insurance inside your super has special rules you need to understand - especially if you're a blended family.

You need to let your super fund (and life insurance company) know who you want as a beneficiary to receive any payout made upon your death.

This is especially important if your life insurance is owned by your super fund because there are additional rules you need to understand.  If you don't, then you'll leave a whole lot of unnecessary pain and problems for your survivors.

Published in Blog

Why you can’t leave your superannuation to your parents, even if you wanted to

Most people have some form of superannuation and it’s not long until the question gets asked, 'Who gets my Super if I die?'

Published in Blog

Know when you need to wind up your fund

Here are some basics to help start your thinking

Source ATO Youtube channel

What happens to an SMSF when a member dies?

Here are some basics to help start your thinking

Source ATO Youtube channel

Can an SMSF borrow money?

Here are some basics to help start your thinking

Source ATO Youtube channel

You'll need to plan for the unexpected

Here are some basics to help start your thinking

Source ATO Youtube channel

Planning ahead for retirement

Here are some basics to help start your thinking

Source ATO Youtube channel

All SMSF's need an investment strategy

Here are some basics to help start your thinking

Source ATO Youtube channel

Which type of trustee will you use?

Here are some basics to help start your thinking

Source ATO Youtube channel

Remember there's annual obligations

Here are some basics to help start your thinking

Source ATO Youtube channel
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