Superannuation and Estate Planning - Recording

Superannuation is often overlooked or simply an afterthought in the estate planning process.

As the number of superannuation funds continue to rise and the assets held within these structures also increases, estate planning for superannuation has become an integral part of the process.

• Explore in detail the major estate planning consideration for SMSFs.
• Examine both the retail and self managed superannuation fund structure.
• The general approach to use binding death nominations as a fall back solution may not be the best solution for a number of clients, given the increase of more complicated family affairs and inconsistencies in trust deeds.
• Identify the opportunities available to you to enhance the estate planning strategies of your clients

Case-studies and examples throughout the session will illustrate the risks of poor or absent estate planning, and what can (and has) gone wrong in these structures and will assist you to take a more rigorous view of estate planning in superannuation.

Who Should Attend?

Accountants who:

• Provide Superannuation advice or information
• Who may be establishing new funds for clients
• Have their own superannuation