How do you maximise the amount in super after death?
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 reasonable amounts of superannuation. This webinar will examine how superannuation death benefit lump sums and pensions now fit into the new scene.
Graeme Colley, SuperConcepts, 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.
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