Did you know there are hidden estate taxes in your super fund even when you are over 60, retired and receiving tax free income streams?
The Australian Taxation Office is an untapped resource to the public, which provides information on topics such as the taxes on your superannuation.
Please click here to read more about it.
If you like to explore strategies to achieve estate tax savings, and preserve more wealth for your beneficiaries who are not financial dependants, please contact our helpful Financial Planning Team for a meeting to discuss how you can maximise the legacy you want to create for your beneficiaries!