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Superannuation and estate planning podcast

Published on 28 Mar 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This podcast covers:

  • changes to death benefit payments post 1 July 2017 and considerations needing to be made
  • insurance and strategies for death benefits and impacts on total super balances
  • enduring power of attorney making changes to binding death benefit nominations (Narumon case)
  • succession planning for SMSF’s.

Author profile

David Barrett CTA
David Barrett, CTA, is Division Director at Macquarie Group. With more than 25 years experience in the financial services industry, David originally joined Macquarie in 1997 as a technical analyst, and has held positions elsewhere in technical services, financial planning and insurance. David’s expertise lies in superannuation and related tax legislation, personal international taxation and retirement income systems. With a passion for clear and simple explanation of complex technical issues, David has presented for more than 15 years for Macquarie, CPA Australia, the SMSF Association, FINSIA and The Tax Institute. Specialist topics include superannuation, taxation and estate planning. - Current at 23 March 2021
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This was presented at 16th Annual Superannuation Intensive .

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

Individual sessions





Further details about this event:

 

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