One thing that the super reform changes have affected is death benefits and estate planning. No longer are superannuation funds a safe haven for death benefits as the introduction of the Transfer Balance Cap has seen the end to that for anyone with moderate amounts of superannuation. This webinar will examine how superannuation death benefit lump sums and pensions now fit into the new scene.
Webinar Learning Outcomes:
• Analyse various situations and recognise the impact of the death of a member on payment of death benefits
• Recognising the implications for the ongoing structure of the SMSF
Suited for any professional servicing SMSFs including advisers, accountants, auditors and practice support staff. This session is aimed at an intermediate to advanced level.
Graeme Colley, Executive Manager, SMSF Technical and Private Wealth for SuperConcepts. Graeme is 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 held senior roles in the Australian Tax Office and as an Assistant Commissioner of the Insurance and Superannuation Commission. Most recently, Graeme was Director, Technical and Professional Standards at the SMSF Association.
Your webinar purchase includes:
• PowerPoint presentation
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
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