83885
Recorded Webinars
Recorded Webinar: Factoring Superannuation in the Estate Plan
Superannuation now forms the second most valuable asset in many people’s wealth, yet is often overlooked in the estate planning process. Recent reforms have impacted the benefits of holding assets in superannuation and clients may need to consider other options for holding their
Date/Time
About the Webinar
Superannuation now forms the second most valuable asset in many people’s wealth, yet is often overlooked in the estate planning process. Recent reforms have impacted the benefits of holding assets in superannuation and clients may need to consider other options for holding their assets. This session will look at a number of topical issues that estate planners need to be aware of when advising their clients, including:
- Control of the super fund on death - ensuring the deed is structured to avoid stress and challenges after death
- Factoring in the 2017 reforms: bringing the SMSF deed up to date and assessing the impact on estate planning
- Managing the consequences of exceeding the transfer benefit cap and other pension implications
- Asset classes in superannuation, particularly real estate - estate planning considerations including tax and duty consequences
- Where should life insurance be held? Financial implications for distribution of proceeds
- Creating a testamentary trust using super funds
Presented By
Jennifer Dixon a Practice Leader and heads up the Private Clients group at Moores With one of the largest specialist estate planning teams in the country
Who 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. FASEA – category “Technical Competence” – 1 hour.
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]