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Superannuation and Estate Planning

Published on 16 Jun 2010 | Took place at Education Development Centre, Hindmarsh , SA

Many clients choose to hold their investments in superannuation due to the significant tax savings available. But what happens when a member dies? Do the investments continue to enjoy the same tax savings or does this concessional treatment end? What can be done prior to the members’ death to ensure the best tax outcome when the time comes? This event highlighted the issues involved and identified planning opportunities for your clients.

This event was part of the 2010 Younger Tax Practitioner Series.

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

Individual sessions

Superannuation and estate planning

Author(s):  Julie BRENNAN This presentation covers:

  • why are we investing in super?
  • what happens when a member dies?
  • who is SIS dependant?
  • who receives super death benefit payments?
  • enduring power of attorney
  • tax rates.
Materials from this session:

Superannuation and estate planning

Author(s):  Neil OAKES This presentation covers:

  • life insurance in super
  • anti-detriment provisions
  • pre-death strategies.
Materials from this session: