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 Live Webinar: A Super-Size Complexity: Post Death Superannuation Distribution

Date: Thursday 27th January 2022
Vic, NSW, ACT, Tas: 1pm to 2.10pm
Qld: 12noon to 1.10pm
SA:  12.30pm to 1.40pm
NT:  11.30am to 12.40pm
WA: 10am to 11.10am

 ABOUT THE WEBINAR

Personal superannuation assets are increasingly becoming more valuable and, in some instances, may exceed the value of assets forming part of the estate. There is often confusion about what happens to superannuation when the fund member dies, and this session will provide a guide to management of this non-estate asset, including:

  • What happens to the fund on the death of the member? The role of the trustee in decision-making
  • Binding and non-binding death benefit nominations (BDBNs) – impact and interplay with pensions
  • What are the consequences of an invalid BDBN and can a BDBN be overruled?  Munro v Munro (2015) 306 FLR 93; Re Narumon Pty Ltd [2018] QSC 185
  • In the absence of a BDBN, who can receive the super fund assets? Eligible superannuation beneficiaries
  • Dependents and non-dependents and tax consequences
  • Spotlight on adult children & step children – how & when to apply tests for inter-dependency and financial dependency?
  • Trustee discretion - how should it be exercised and can it be challenged?
  • Can superannuation be considered in family provision claims?
  • Preventing and managing conflict between the estate and the super fund
 PRESENTER
Live Webinars,Wills and Succession Law,Live Webinar: A Super-Size Complexity: Post Death Superannuation Distribution Jennifer Dixon, Practice Leader, Moores, Victoria  

Jennifer Dixon is a Practice Leader and heads up the Private Clients group at Moores. With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s. While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas. Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in Wills and Estates in Victoria, accredited by the Law Institute of Victoria. She is also an accredited specialist SMSF advisor and fellow of the SMSF Association. Jennifer is an in demand speaker across Australia to professional audiences in these areas.

 WHO SHOULD ATTEND?

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

 CPD CERTIFICATE

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

 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]



© Television Education Network Pty Ltd 2021

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: RBGJAN22
 Price:   $269.50 (Inclusive of GST)
© 2021 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.