Estate planning Succession Superannuation

Estate Planning and Superannuation - What are the current issues?

Source: National

Published Date: 24 Mar 2021


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This paper 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.
Author Profile
Clinton Jackson

Author Profile
Scott Hay-Bartlem CTA

Individual Session


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Estate planning Succession Superannuation 2021

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