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Event Details

WEBINAR – Deathbed super withdrawals – can we and should we?

Event details

When

Location

Contact

T – +61 7 3231 2400
[email protected]

Cost

$110.00Register Now

Much has been written and said about the ATO’s view on whether a deathbed withdrawal from superannuation is a ‘member benefit’ or a ‘death benefit’.

But, in this area, there are some more fundamental questions.

Is it even possible for a deathbed withdrawal from superannuation to occur? Even if the obstacles can be overcome, should it happen? And will there be unexpected consequences, like in the recent case of Neal v Brown [2024] NSWSC 841.

In this webinar, we will explore:

  • the difference between member benefits and death benefits, and why it matters
  • barriers to making an effective deathbed withdrawal from superannuation
  • why deathbed withdrawals may be a bad idea, and things to think about before actioning.

We hope you can join us!

Speaker Details

Scott-Hay-Bartlem
Scott Hay-Bartlem
Partner
Hayley-Mitchell
Hayley Mitchell
Partner

18 September 2024 – Webinar – Deathbed super withdrawals – can we and should we?

$110.00

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