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Event Details

ROADSHOW – How can you be sure that superannuation has been dealt with properly in estate planning?

Event details

When

Event date: 14 November 2024

Location

Contact

T – +61 7 3231 2400
[email protected]

Cost

Complimentary

Register now

More and more people have significant balances in superannuation, so it is a very important asset to be considered when undertaking estate planning.

There are many estate planning opportunities for clients with superannuation entitlements; but also significant potential pitfalls, and it is an area that is developing with lots of new issues arising over the last few years.

In this session we will explore estate planning where there are funds in superannuation, including:

  • harnessing the power of trustee discretion, and its limits
  • are binding death benefit nominations good or bad and what are some alternatives
  • the many issues with death bed withdrawals – are they ever really a good idea
  • tax issues.

As this is such a hot topic, we will be running this seminar in both Sydney CBD and Parramatta.

We hope you can join us.

LOCATIONS

Sydney CBD – 14 November – 12.00 noon to 2.00pm – The Grace Hotel – 77 York Street, Sydney NSW, 2000

Parramatta – 14 November – 8.00 am to 10.00 am – Rydges Parramatta – 116-118 James Ruse Drive, Rosehill NSW, 2142

 

Speaker Details

Scott-Hay-Bartlem
Scott Hay-Bartlem
Partner