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Recorded Webinars
Recorded Webinar: SMSFs and Super Death Benefits Strategies Post Reforms
Careful death benefit planning is an essential part of any prudent estate plan. Thorough planning now could potentially avoid costly mistakes later. This session examines various super death benefits strategies in light of the reforms, including: Making a
PRESENTED BY
Kylie Wilson
Holding Redlich
Date/Time
About the Webinar
Careful death benefit planning is an essential part of any prudent estate plan. Thorough planning now could potentially avoid costly mistakes later. This session examines various super death benefits strategies in light of the reforms, including:
- Making a binding death benefit nomination v death benefit pension
- Understanding the changes to death benefit cashing rules
- Options available to the beneficiary to stay under the transfer balance cap
- Directing death benefits to the estate and using testamentary trusts
- Case update, including Cantor Management v Booth [2017] SASCFC 122
Presented By
Kylie Wilson
Holding RedlichWho Should Attend?
This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]