Posts Tagged: at-risk beneficiaries

Protecting At-Risk Beneficiaries with Self-Managed Superannuation Funds (SMSFs)

Posted by - & filed under Will & Estates.

Sometimes a gift in a Will fails to provide the intended benefit. The possibility of this happening needs to be considered when the will is being drafted. Those beneficiaries most likely to lose or not benefit from an inheritance are known as ‘at-risk beneficiaries’. Some examples include— beneficiaries who may have personal liabilities (for example,…