Recorded Webinar: SMSFs and Super Death Benefits Strategies Post Reforms

 

1st March 2019

Duration:  approx. 1.5 hours

 ABOUT THE WEBINAR
Careful death benefit planning is an essential part of any prudent estate plan. Thorough planning now could potentially avoid costly mistakes later. This session examines various super death benefits strategies in light of the reforms, including:

  • Making a binding death benefit nomination v death benefit pension
  • Understanding the changes to death benefit cashing rules
  • Options available to the beneficiary to stay under the transfer balance cap
  • Directing death benefits to the estate and using testamentary trusts
  • Case update, including Cantor Management v Booth [2017] SASCFC 122
 PRESENTER
Our presenter

Kylie Wilson, Partner, Holding Redlich, Brisbane

Kylie is a partner in the Corporate and Commercial Group. She is an experienced succession planning law expert and an SMSF Association Accredited SMSF Specialist Advisor.

Kylie works closely with advisors to prepare compliant solutions for a diverse range of individual clients with complex structures as well as rural and business clients and families with diverse dynamics.

She has been awarded the SPAA CEO Scholarship and the SMSF Association Prize for the Professional Certificate in Self-Managed Superannuation Funds from the University of Adelaide Business School.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 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
Product Code: WB6MAR19
 Price:  $264.00 (Inclusive of GST)
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