Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
88531
Recorded Webinars

Recorded Webinar: Musical Chairs: Where to Sit Superannuation in the Estate Plan?

With superannuation coming in all shapes and sizes, and as an asset outside the personal estate, very real thought about what should happen to it either before or after death is needed in estate planning. This session will highlight some of the key considerations practitioners sho
PRESENTED BY Jennifer Dixon Practice Leader, Accredited Specialist Wills & Estates - Moores , Melbourne

Date/Time

About the Webinar

With superannuation coming in all shapes and sizes, and as an asset outside the personal estate, very real thought about what should happen to it either before or after death is needed in estate planning. This session will highlight some of the key considerations practitioners should have in mind when advising clients, including:

  • Death benefit nominations choices and problems
  • Is it better to leave it to the estate and, if so, how?
  • Benefits and disadvantages of a superannuation proceeds trust and implications
  • Tax liability in super distribution and dependency definition issues
  • Multi-member superannuation funds in estate planning
  • Other strategies including super asset disposal pre-death
  • Can superannuation be notional estate in NSW? Benz v Armstrong; Benz v Armstrong; Benz v Armstrong [2022] NSWSC 534
  • What should be in the super trust deed for increased flexibility in estate planning?

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 lawyers and accountants throughout Australia who advise in estate planning matters. 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. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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]

Go to top