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Recorded Webinars

Recorded Webinar: When Executors Carve Themselves a Slice of the Super Benefits Pie

It’s not uncommon for a SMSF member to nominate a spouse as executor of that member’s estate. However, it can create potential conflict between an executor’s obligations and their self-interests in receiving super death benefits in their personal capacity. This session examines a
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

It’s not uncommon for a SMSF member to nominate a spouse as executor of that member’s estate. However, it can create potential conflict between an executor’s obligations and their self-interests in receiving super death benefits in their personal capacity. This session examines a raft of recent cases dealing with executor conflict conundrums and how advisers can best address these issues. It covers:

  • Understanding the fiduciary obligations of executors
  • When do personal interests conflict with obligations owed to the estate?
  • The use of conflict of interest clauses
  • SMSFs and the role of the decision maker of the fund - how does this interplay with the role of executor?
  • Does the executor’s duty change if there is a family provision claim over the estate?
  • Lessons from recent cases, including: Burgess v Burgess; Brine v Carter; McIntosh v McIntosh; Gonciarz v Bienias

Presented By

Graeme Colley
Executive Manage, SuperConcepts Sydney, NSW

Graeme Colley is the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs. As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia. At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network. His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. FASEA category “Technical Competence” – 1 hour. 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]

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