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Superannuation and estate planning – The new frontier presentation

Published on 31 May 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • superannuation in your will
  • death benefits – what are the issues
  • how do we ‘lock-in’ a benefit payment?
  • binding nomination
  • is my nomination binding?
  • death benefit pensions – 2 types
  • reversions
  • BDBN vs reversionary pension
  • transfer balance caps.

Author profile

Scott Hay-Bartlem CTA
Scott is a partner in Brisbane law firm Cooper Grace Ward and a director of the SMSF Association. He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures. He is a director of the SMSF Association and a SMSF Specialist Advisor™ with the SMSF Association, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners. Scott chairs the Cooper Grace Ward Diversity Committee and its ARCUS sub-group, and is the leader of the firm’s Private Client Commercial group. Scott been selected by his peers for inclusion in the 13th Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates Wealth Management / Succession Planning Practice and Commercial Law. He was named the 2016 Brisbane Wealth Management/Succession Planning practice ‘Lawyer of the Year’ and the 2019 Superannuation ‘Lawyer of the Year’. Scott has been listed in Doyle’s Guide for Queensland Estate Planning lawyers as a pre-eminent practitioner, and was a finalist in the Australasian Law Awards for ‘Commercial Partner of the Year’ for 2020. He has a Bachelor of Laws (Hons) and a Bachelor of Business (Accy) from the Queensland University of Technology. Scott also has also completed the Certificate of Superannuation Management and the Diploma of Superannuation Management run through ASFA and Macquarie University, and the Foundation Diploma of Financial Planning. - Current at 06 January 2021
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This was presented at 2018 Private Business Tax Retreat .

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

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Author(s):  Melinda Peters,  Catherine Nufer-Barr

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Ongoing use of trusts after the next election

Author(s):  Bob Deutsch

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What attracts the Commissioner’s attention for private business and resolving complex issues

Author(s):  Martin Jacobs

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Further details about this event:

 

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