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Estate planning and pensions - start with the end in mind! presentation


Topics covered in this presentation include:

  • estate planning combining the Will and super
  • do you make the pension reversionary in the first place?
  • the pension exemption - restrictions relating to death
  • binding death benefit nominations and pensions
  • what is the strategy on death - lump sum vs. pension?
  • limits with market linked pension on reversion.

Author profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Dan is one of Australia's leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the ATO's Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute's National Superannuation Committee, a member of the Law Institute of Victoria's Tax Committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject Taxation of Superannuation at the University of Melbourne's Master of Laws/Tax program. Dan is also a CTA and a Specialist SMSF Advisor. - Current at 23 May 2017
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This was presented at Pensions & Retirement Planning .

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Individual sessions

Estate planning and pensions - start with the end in mind!

Author(s):  Daniel BUTLER

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