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Recorded Webinars

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

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

Date/Time

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

Presented By

Darren Chinnappa
Nexia Sydney, NSW

Having been a member of the Superannuation Division at Nexia Sydney for over 10 years, Darren has developed expertise in Superannuation (in particular SMSFs), across both accounting and financial planning facets, enabling him to provide a unique and holistic service offering to clients.

Darren graduated UNSW with a Bachelor of Commerce (Accounting & Finance Majors), and has since completed several post graduate qualifications to become a Chartered Accountant SMSF Specialist and a Certified Financial Planner. This has enabled him to develop from a superannuation accountant assisting clients with their tax compliance needs, to also becoming their trusted financial advisor providing advice ranging from choosing appropriate superannuation fund and entity structures, to retirement planning and investments strategies tailored to each client’s specific needs.

Darren keeps up to date with the frequent changes to superannuation and tax legislation so that he can in turn keep his clients and fellow professionals well educated, whether it be through presenting webinars and seminars from time to time, or formulating tax-effective strategies. It is important to strike a happy balance between enjoying life now and building towards a comfortable retirement, which is where Darren believes he adds value to his clients by keeping them informed and on track to achieve their goals by providing them with holistic advice through their various life stages towards retirement and beyond.

Outside of work, Darren is passionate about travelling and exploring other cultures. While he was born in Sydney and completed his HSC at James Ruse Agricultural High School, Darren also lived and studied in India for a few years, which have all contributed to his appreciation for diverse approaches and perspectives. Darren has previously taken part in a Corporate Fighter charity night, which allowed him to explore his competitive side while contributing to a great cause. Other than boxing, Darren has a love for soccer, having played for many local clubs and passionately followed Manchester United over the years.

The expertise Darren has developed throughout his career enables him to provide clients with a robust plan to give them peace of mind about their financial future so that they can focus on all the other aspects of their lives. Darren is approachable and always up for a chat with clients and colleagues as he is a strong believer in building long-lasting professional relationships that are also enjoyable along the way.

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.

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: [email protected]

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