Four-fifths of clients in the dark on estate planning and super
An advisory firm estimates that around 80 per cent of clients are still under the misconception that their will and testament alone will take care of how their superannuation benefits are distributed.
Pitcher Partners superannuation expert Tracey Norris said that estate planning, particularly in relation to superannuation, continues to be very complicated for a lot of clients, and that some haven’t even thought about it.
Read the full article at SMSF Adviser.
