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Individual Podcasts

Estate Planning Involving an SMSF

Superannuation can be one of the most complex – and contested - elements of estate planning. In this episode, we unpack the key compliance, tax, and documentation challenges SMSFs present on death, including control, reversionary pensions, transfer balance caps, business real prop

Date/Time

About the Podcast

Superannuation can be one of the most complex – and contested - elements of estate planning. In this episode, we unpack the key compliance, tax, and documentation challenges SMSFs present on death, including control, reversionary pensions, transfer balance caps, business real property, and the impact of notional estate rules.

Presented By

Jennifer Dixon
Practice Leader, Accredited Specialist Wills & Estates, Moores Melbourne, Vic.

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 two fields, namely: in Wills and Estates in Victoria, accredited by the Law Institute of Victoria; and as a Fellow SMSF Association Specialist Advisor / FSSA.

Jennifer is an in demand speaker across Australia to professional audiences in these areas. Over the last eight years, Jennifer has been recognised as a preeminent and leading practitioner in Doyle’s Guide across the two categories of Wills, Estates & Succession Planning and Wills & Estate Litigation:- Preeminent Wills, Estates & Succession Planning Lawyer - Victoria- Leading Wills & Estates Litigation Lawyer - Victoria In addition, Moores was recognised in Victoria as a first tier law firm in both of those categories for the last eight years.

CPD Information

 

37 minutes 

0.6 CPD hours/units/points

WA Lawyers – TEN is unable to verify that you have earned CPD for this product as we cannot verify that you have listened to the podcast which is a requirement of the LPBWA.  TEN is an accredited provider.

Enquiries/Assistance

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