What Happens To Your SMSF When You Die?

Estate Planning, News, Superannuation FundBy Approved Financial Planners October 1, 2025

Estate planning is not one of the more pleasant things to think about, but it can be comforting to know what happens to your Self-Managed Superannuation Fund (SMSF) is going to go when you die. It can also be comforting to know that taxes won’t consume a large portion of their inheritance. Here are some…

WHAT OUR CLIENTS ARE SAYING

Penny Fitzmaurice 6 days ago

We have been working with Daniel for several years, managing our finances and helping us prepare for retirement. He has provided us with excellent financial guidance, which has instilled in us the confidence and security we needed to embark on the next chapter of our lives. We look forward to our upcoming conversations, during which Sean will share all of his golf anecdotes! Penny & Sean.

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vinod rupalia 3 weeks ago

Our annual review with Dan and the team was very useful and considered in terms of the objective of financial planning. Allowing us to understand and make important decisions. Great to catch up. Tim and Steph

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John Twigg 4 weeks ago

I started seeking financial advice about 10 years ago. Been through a couple of companies in that time, and AFP is the latest iteration. The previous companies were not bad, but they morphed or changed & like anyone I want a little stability. AFP have given me that stability, even if individual advisors have moved on! Tracey is my latest advisor & I could not be more comfortable. She's thorough, professional, quick with a personal anecdote to emphasise a point & not condescending about my lack of financial knowledge. Now that my retirement is looming she is taking care of all the paperwork & intricacies that go with switching to a new income stream.
What more could you ask for???

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Eddie Parisi 4 weeks ago

I'm very happy with the way things are going and Tracey is very supportive and informative

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Robert Dale 1 month ago

It was great to meet Tracey, she came across as genuine and wanting the best for my financial future with advice that made sense.

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Julie Jackson 4 months ago

Thanks Tracey for your knowledgable advice and keeping us on the right track through our retirement. You answered our questions beautifully and put us at ease. We can confidently recommend Approved Financial Planners to our friends in the knowledge they will give honest and professional advice.

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Alfredo Quispe 4 months ago

Tracey and Kim have been incredibly helpful from start to finish. They guided me and my wife through setting up our life insurance with the right benefits, helped tidy up a few loose ends in our overall finances, and gave us the clear information we needed to confidently move forward with a property investment. Professional, supportive, and genuinely focused on our best interests — highly recommended.

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Ashton George 4 months ago

To Dan, PB, Christa & Cherry, you are all an amazing team, all, professional, respectful, warming , efficient and above all just people who care and go over and above for your clients. at least this is how i feel every time i meet with you all. Congratulations on your 20 year anniversary , what a beautiful milestone to celebrate this month, i'm just annoyed i cant be there to share it with you.
Best Regards
Ashton

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Bruce Blee 8 months ago

Thanks once again Tracy for providing me with options and information relevant to my portfolio .

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Paul Wedd 9 months ago

My meeting with Daniel was very positive as we discussed a range of issues in relation to my superannuation and my financial and personal health which were pertinent to me. Also looked at what if cash flow scenarios in regard to bookkeeping opportunities and creating a new super fund if matters come to pass. Also the coffee and biscuits were great.

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Nicky T 10 months ago

Dan genuinely cares about my personal circumstances and supports my finacial goals as an individual with specific needs.

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Richard Gordon 11 months ago

The team at Approved Financial Planners has been amazing in supporting and guiding us through the development of a financial plan for our future. From the beginning, they took the time to truly understand our goals and objectives, making us feel heard and valued.

What stood out was their ability to present tailored scenarios with adjustable factors, helping us make informed decisions with confidence. They also went above and beyond by assisting with the implementation of important elements such as insurance and wills, giving us peace of mind that our family's assets are protected in case of the unexpected.

We’re incredibly grateful for their professionalism, care, and expertise. Highly recommend their services to anyone looking for reliable and thoughtful financial planning.

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Steve Giaquinto 11 months ago

I have been with Approved Financial Planners for a long time now. Great Advice and service. Tracey has a wealth of knowledge and has helped me achieve my financial goals with ease.

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David Russell 11 months ago

On March 6 both Cindy and I had our annual financial review with Approved Financial Planners in Floreat WA. Our financial planner is Tracey Corbett and this is our second year where Tracey has been our planner and her advice has been very informative and is explained in such a way that both Cindy and I can understand. All sections of both our financial plans were presented and explained in lay-man terms.

We are both looking forward to seeing Tracey next year for our next review.

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Robert Dale 1 year ago

Tracey has been a honest and helpful advisor who has her clients interest at heart.

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Karlee Palmer 1 year ago

Tracey and the team at Approved have been a great help.. very helpful and supportive

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Anne-Audrey LATSCHA 1 year ago

I am extremely satisfied with the services provided by Tracey at Approved Financial Planners. I appreciate the attention to details, the follow up, the prompt responses, the patience in assessing and explaining options. I also appreciate the attention to customer also provided by the rest of the team. Highly recommended !

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Ken Miller 1 year ago

Just completed another annual review with Dan at Approved Financial Planners. It is so nice to see such positive and pleasing results as presented by Dan and to know our financial planning is in good hands. Ongoing planning and advice from Dan is always welcoming and if Dan is not available, we have found Christa the office manager always willing and able to assist and deal with any queries we may have. So, needing a financial adviser then contact Dan and his team at Approved Financial Planners

Ken and Anne Miller

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tim palmer 1 year ago

Thanks Dan and Staff for the annual review. The forecasting for retirement and the software used was very illustrative and useful to understand. Growth in funds and super has been robust in the last 12 months and advice for the next 12 months taken on board. Look fwd to making a few tweaks to the portfolio once the report is completed.

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Maureen Campbell 1 year ago

I've been working with Dan for over 10 years & I have been consistently impressed with his level of professionalism and expertise.
He offers a comprehensive yearly review of my investment portfolio, pension balance, cash flow & estate planning. Dan stays up to date with current trends in finance which gives me confidence that my financial plan is aligned with current best practices.
I appreciate his strategies to maximise my superannuation, ensuring I'm on track for the future.
I also want to mention the support from his team, they are friendly & professional.
I highly recommend Dan.

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Financial Planning & Advice Perth

Our Financial Advisers have over 40 years of combined experience
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OUR SERVICES

October 1, 2025

What Happens To Your SMSF When You Die?

WHAT OUR CLIENTS ARE SAYING

Financial Planning & Advice Perth

Our Financial Advisers have over 40 years of combined experience making us one of the most experienced teams in Perth.

Call Us Today (08) 6462 0888

Our Financial Advisers have over 40 years of combined experience
making us one of the most experienced teams in Perth.