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Recorded Webinars

Recorded Webinar: Estate Planning Strategies for Super Death Benefits

There are a number of tools in the estate planners kit that can prove very useful when it comes to planning for the death of an SMSF member. Whilst there is no one-size-fits-all approach, this session explores the various planning techniques available, including: Is putting a b
PRESENTED BY Daniela Pavlovic Principal - Harwood Andrews , Geelong

Date/Time

About the Webinar

There are a number of tools in the estate planners kit that can prove very useful when it comes to planning for the death of an SMSF member. Whilst there is no one-size-fits-all approach, this session explores the various planning techniques available, including:

  • Is putting a binding death benefit nomination in place a “no brainer”?
  • The pros and cons of death benefits being paid directly to a beneficiary versus directly to the deceased’s estate, including:
    • how tax applies to a death benefit based on the methods of payment available and a beneficiary’s dependant status
    • using tax equalization clauses for beneficiary after tax deceased estate proceeds that include a death benefit
    • the tax impact life insurance proceeds can have when received in an SMSF
  • Managing deathbed death benefit withdrawals
  • Strategies for passing control of an SMSF on death, where the member is:
    • an individual trustee
    • a director and shareholder of a trustee company where the shares form part of the deceased’s estate
  • Managing commercial property as an SMSF asset being used in the family business
  • The interaction of estate planning strategies with the proposed Division 296 tax
  • Case study

Presented By

Daniela Pavlovic
Principal, Harwood Andrews Geelong, Vic

Daniela is a Principal Lawyer in Harwood Andrews' wills and estates law practice area.

Daniela’s extensive experience allows her to advise clients about the importance of proper succession planning. She assists clients in preparing wills and powers of attorney, including complex wills such as testamentary trusts.

Daniela is experienced in all aspects of estate administration.  Through the personal experience of dealing with the loss of a close family member, she understands the difficulties families face during this time and approaches each client with sensitivity and careful guidance.

Her interest in corporate governance has resulted in Daniela having been a director on the board of Barwon Health, the largest regional health service in Victoria, as well as Barwon Youth, a not-for-profit agency that provided specialist youth services to disadvantaged young people in the Geelong region.

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.

CPD Information

Accountants can claim up to 1 CPD hour. 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.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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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