There are new laws relating to contributions, tax implications for the amount you have in super, whether capital gains concessions apply and how you can access your money. Super has important implications for personal wealth creation and will most probably be an important part of your estate.

As your accounting and taxation advisers we have understanding of your financial affairs and as members of Count Financial we can give you the appropriate advice on which superannuation choice is right for you. Investing in super can also create some tax advantages so depending whether you are employed, self-employed or not currently working, we can help you make the right choices in terms of contributions to achieve your retirement goals.

Superannuation forms a significant part of most people’s personal estate when they pass away. You want to make sure your death benefit nomination and reversionary pension arrangements will comply with your wishes and do not negatively impact on your beneficiaries.

As your financial advisor we can discuss how your superannuation is to be treated in your estate plan to:

• give effect to your wishes
• ensure there are no unintended negative consequences for your beneficiaries
• manage tax payable by your estate or your beneficiaries
• comply with recent changes to superannuation law

We can work with your preferred solicitor to ensure your estate planning wishes are met.

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