Death Benefits, Reversions and other matters.

Description

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.

Learning Outcomes:

  • Understand how reversionary, non-reversionary and death benefit pensions operates
  • 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 to:

  • Accountants, financial planners, tax agents, SMSF administrators
  • Small to medium firms
  • Introductory to advanced

Presenter Bio:
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.

You will also be provided with: 

  • The PowerPoint Presentation Slide Deck
  • A Searchable Transcript
  • Any Supporting Documentation
  • Webinar Recording to view multiple times for up to 6 months
  • Q&A Session & follow up contact details

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $185.00 incl. GST

Coming Soon

All Coming Soon >>

One-Connection-One-Fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.