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Recorded Webinars

Recorded Webinar: Powers of Attorney and Death Benefit Nominations – An SMSF Perspective

There remains some confusion over the extent of the use of powers of attorney in relation to death benefit nominations. This session clears up any ambiguity. It includes: Powers of attorney in the SMSF – an overview Revisiting Re Narumon Pty Lt
PRESENTED BY Jennifer Dixon Practice Leader, Accredited Specialist Wills & Estates - Moores , Melbourne

Date/Time

About the Webinar

There remains some confusion over the extent of the use of powers of attorney in relation to death benefit nominations. This session clears up any ambiguity. It includes:

  • Powers of attorney in the SMSF – an overview
  • Revisiting Re Narumon Pty Ltd [2018] QSC 185
  • What situations will Re Narumon continue to apply and when not?
  • How will laws of each state impact the Re Narumon reasoning?
  • What is the impact of Re Narumon on laws of fiduciary duties
  • Tax implications if it goes to non-tax dependent

Presented By

Jennifer Dixon
Practice Leader, Accredited Specialist Wills & Estates, Moores Melbourne, Vic.

With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s. While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas.

Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in two fields, namely: in Wills and Estates in Victoria, accredited by the Law Institute of Victoria; and as a Fellow SMSF Association Specialist Advisor / FSSA. Jennifer is an in demand speaker across Australia to professional audiences in these areas.

Over the last six years, Jennifer has been recognised as a preeminent and leading practitioner in Doyle's Guide across the two categories of Wills, Estates & Succession Planning and Wills & Estate Litigation:

  • Preeminent Wills, Estates & Succession Planning Lawyer - Victoria, 2022
  • Leading Wills & Estates Litigation Lawyer - Victoria, 2022

In addition, Moores was recognised in Victoria as a first tier law firm in both of those categories for the last six years.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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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