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Tim Mackay

What to put in your ‘when I’m dead’ folder

This seven-point checklist will help your loved ones make good decisions when you’re no longer here.

Tim MackayContributor

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Many self-managed super fund investors are emerging from COVID-19 in better financial shape. While there will be reconnecting with family and friends with shared experiences (like travel and restaurants), it will also be a great opportunity to reconnect on a financial level and share SMSF knowledge with family.

You are likely to have a will and nominated super beneficiaries to ensure your wealth goes to your loved ones. But if you died today, could your grieving loved ones take over your SMSF?

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Tim Mackay is an independent financial adviser at Quantum Financial.

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    Original URL: https://www.afr.com/wealth/personal-finance/what-to-put-in-your-when-i-m-dead-folder-20210923-p58u4i