When considering and advising with how super benefits can be dealt with on a member's death or incapacity it is crucial to have the right 'tools'. This paper examines some of those tools, including:
Allan Swan CTA
Allan is Director of the Melbourne law firm Swan & Yii Pty Ltd. Allan acts for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control. Allan’s particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family disputes or vulnerability. Allan works with private clients and their accounting, financial advisers and legal practitioners in relation to the legal aspects of asset and wealth management. Current at 18 September 2013
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