Live Webinar: Estate Planning for Super Death Benefits Post Super Reforms

 

Date:  Friday 16th March 2018 – Online:
Vic, NSW, ACT, Tas: 11am to 1pm 
SA:  10:30am to 12:30pm  WA: 8am to 10am 
NT: 9:30am to 11:30am  Qld: 10am to 12noon

 ABOUT THE WEBINAR
Estate planning post super reforms has had a shake up. Now that we are almost one year on, we are starting to see the practical impacts of the changes and able to see what works and what doesn’t.  This session covers:

  • Practical impacts of the super reforms – tips and traps of dealing with super post the changes
  • Flexibility versus certainty post reforms
  • Strategies for handling super:
    • withdrawal before death
    • reversionary and death benefit pensions
    • blended families and death of the second spouse
    • child pensions
    • super to the estate: Super proceeds trusts and testamentary trusts
  • Super vs other wealth structures – what are the advantages and disadvantages?
  • BDBN, flexibility and avoiding incorrect distributions
  • Restrictions on capital beneficiaries
  • Excess death benefits at death and how to deal with them
 PRESENTER
Our presenter

Darren Chinnappa, CA SMSF Specialist, Nexia Australia, Sydney  

Darren has been a member of the Superannuation Division at Nexia Sydney for over eight years. During this time, he has developed several areas of expertise including all aspects of superannuation and compliance (in particular SMSF’s), managing complex superannuation structural issues as well as retirement and estate planning.

Darren provides clients with tailored strategies and holistic financial advice specific to SMSF’s, which ranges from the establishment of SMSF’s to strategic advice around contributions/pensions.

Darren is a registered Chartered Accountant, who is authorised to provide superannuation advice under Nexia Sydney Financial Solutions Pty Ltd’s AFSL.

 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 CERTIFICATE
Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.
 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: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBKMAR18
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.