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Recorded Webinars

Recorded Webinar: When Executors Carve Themselves a Slice of the Super Benefits Pie

It’s not uncommon for a SMSF member to nominate a spouse as executor of that member’s estate. However, it can create potential conflict between an executor’s obligations and their self-interests in receiving super death benefits in their personal capacity. This session examines a
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

It’s not uncommon for a SMSF member to nominate a spouse as executor of that member’s estate. However, it can create potential conflict between an executor’s obligations and their self-interests in receiving super death benefits in their personal capacity. This session examines a raft of recent cases dealing with executor conflict conundrums and how advisers can best address these issues. It covers:

  • Understanding the fiduciary obligations of executors
  • When do personal interests conflict with obligations owed to the estate?
  • The use of conflict of interest clauses
  • SMSFs and the role of the decision maker of the fund - how does this interplay with the role of executor?
  • Does the executor’s duty change if there is a family provision claim over the estate?
  • Lessons from recent cases, including: Burgess v Burgess; Brine v Carter; McIntosh v McIntosh; Gonciarz v Bienias

Presented By

Graeme Colley
Executive Manage, SuperConcepts Sydney, NSW

Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector.  He brings over 30 years of extensive taxation and superannuation experience from senior positions in the public and private sectors including Macquarie Bank, Mercer, ING and SuperConcepts.   These roles included formulating and implementing policy, developing legislation and providing high level technical advice.

 Graeme is also a joint author of a number of publications and has academic experience which extends to lecturing in the ATAX Masters course and the AGSM at the University of NSW and the Master of Commerce (Financial Planning) course at the University of Western Sydney.  Graeme is an SMSFA Specialist Advisor and a Member of the Institute of Chartered Accountants in Australia.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. FASEA category “Technical Competence” – 1 hour. 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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