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Recorded Webinars
Recorded Webinar: The Role of Your SMSF in Estate Planning
The SMSF offers a number of flexible estate planning options. Understanding the optimum mix of these options to benefit intergenerational transfer is the subject of this session. It includes: Death benefits paid as a pension or lump sum – what are the adva
PRESENTED BY
Meg Heffron
Heffron Consulting
Date/Time
About the Webinar
The SMSF offers a number of flexible estate planning options. Understanding the optimum mix of these options to benefit intergenerational transfer is the subject of this session. It includes:
- Death benefits paid as a pension or lump sum – what are the advantages and disadvantages of each? How and when should the choice be made?
- Aligning decision-making with trust deed
- Key estate planning issues to consider and strategies when superannuation passes from one spouse to another on death
- Using the SMSF to facilitate tax effective intergenerational wealth transfer
- Payment of death benefits in specie – transfer direct to beneficiary
- Case studies – some SMSF estate planning mistakes to avoid
Presented By
Meg Heffron
Heffron ConsultingWho 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]