This video covers:
- Reversionary pensions v death benefit income streams – differences and pros/cons of each
- Alternatives to binding death benefit nominations – thinking outside the square
- Tax free member benefits v taxable death benefits – what is the difference?
- Importance of control of SMSFs for estate planning
- Current estate planning strategies – what you need to know
- Recent case law impacting death benefits.
Purchase individual materials from this session:
Estate Planning and Superannuation – What are the current issues?
Author(s): Scott HAY-BARTLEM, Clinton Jackson
Further details about this event: