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Estate Planning & Super

Published on 27 May 2014 | Took place at Online, WA

Superannuation is fast becoming the most substantial asset in an individual’s estate. Accordingly, the succession of the member’s benefits and fund are incredibly important, as the individual’s will does not govern what happens to superannuation. This event outlined:

  • recent cases impacting superannuation succession
  • strategies for managing fund succession and optimising superannuation for beneficiaries
  • further considerations for practitioners.

Individual sessions

Estate planning and super

Author(s):  Jemma SANDERSON

This presentation covers:

  • recent cases impacting EP and super:
    • Ioppolo and Hesford v Conti
    • Wooster v Morris
    • EM Squared Pty Ltd v Hassan
  • managing fund succession
  • other considerations:
    • taxation
    • beneficiaries.
Materials from this session: