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Planning the estate plan

Published on 12 Apr 2006 | Took place at Tattersalls Club, 181 Elizabeth Street, Sydney, NSW

Practitioners are increasingly called on to advise clients on an array of issues which arise when mortality comes into focus. Planning for the great certaintly in life - death - requires special skills in many areas and usually the co-operation of a number of professions. This seminar covers tricks and traps of establishing succession plans, the formalisation of the plan and its administration, legal issues which affect it and the growing importance of superannuation as a succession asset.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Planning for death

Author(s):  Richard NEAL

This paper examines the process of administering an estate before and after the death of a client.  Topics are discussed under headings:

  • Wills
  • Intestacy - what happens?
  • Testamentary Trusts
  • Before the client dies
  • Family Provision Act claims
  • Probate and administration



Materials from this session:

Superannuated beneficiaries

Author(s):  Graeme COLLEY

In planning for death, either expected or unexpected,  the aim is to ensure that the person's assets are able to be distributed in accordance with their wishes or intentions.  This paper discusses the role of superannuation and the importance of ensuring that the amount of the benefits payable from the fund is sufficient to sustain the survivors for the period they would have remained as dependants.  Topics covered include:

  • Tax effective superannuation before death
  • Death Benefits from superannuation
  • Benefit splitting and estate planning opportunities
  • Marriage/de-facto break ups
  • Bankruptcy, super and death
  • Family Provisions Act claims
  • Issues with self-managed superannuation funds and death of a member


Materials from this session: