Financial planning guide to de facto relationships

Strategies

Tuesday 01 November 2016

In recent years there have been numerous developments that affect the way de facto couples and their children are treated under the law in relation to superannuation, tax, social security and family law. This guide provides a special reference for advisers to navigate their way through the law as it applies to de facto couples, including in relation to determining:

  • potential beneficiaries of a client’s superannuation benefits after death
  • whether death benefit tax concessions apply
  • whether a de facto couple has the option of registering their relationship under a State or Territory law; and
  • whether a separating couple can access the federal family law property and maintenance regime

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