Superannuation is now a major asset for most Australians, often the largest or second largest asset they have.

However, most people do not appreciate that superannuation is not automatically distributed in accordance with your will, and without proper planning it may end up in the hands of unintended recipients.

We often discover that clients have a sound superannuation strategy and an expensive will/testamentary trust, but they have been prepared in isolation and do not work together.

For these reasons (and others), superannuation and any associated life insurance must be properly considered when preparing any estate plan, from the simplest of wills to the most complex estate planning strategy.

Our award-winning Estate Planning Team are experts in superannuation and can assist you with:

  • Binding death benefit nominations (BDBNs)

  • Review and establishment of self-managed superannuation funds (SMSF)

  • Asset protection and tax minimisation through superannuation

  • Claims on superannuation and life insurance funds

Get the facts. Get help. Call our award-winning Estate Planning Team.

Meet the team

Why choose Robbins Watson Solicitors?

Discover what makes us different.

Experience you can count on

With over 60 years in business, we position our clients and their businesses with the best advice to enable them to prosper.

We're committed to you

We recognise your needs, assess specific priorities and objectives and develop strategies to meet them.

Enduring Relationships

We generously invest time and expertise to understand our clients and build beneficial long-term relationships.

Efficient Teams

With over 60 years in business, we position our clients and their businesses with the best advice to enable them to prosper.

Ready to talk? Book an initial consultation.

We can discuss your case and identify how we can work with you to achieve the best possible outcome.

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+61 7 5576 9999

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