Superannuation 2021

Workshop 2: Estate planning workshop - Getting your head around the current issues

Source: National

Published Date: 24 Mar 2021

 

This presentation covers:

  • When to use reversionary pensions, and when not to
  • Alternatives for when binding death benefit nominations are not the answer
  • How to correctly pass control of SMSFs on death or incapacity " and how not to!
  • The importance of knowing your trust deeds.

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Author Profile
Clinton Jackson

Author Profile
Scott Hay-Bartlem CTA

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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