Current issues in estate planning and super


Estate planning always presents many issues for us as we help our clients, and where there is money in superannuation it is more complex again (especially where an SMSF is involved). The changes to the SMSF rules keep upping the stakes, and estate planning more than a few years old should be reviewed.

[Running time: 1 hr 30 mins]



This webinar will use case studies to look at the intersection of estate planning and SMSFs, including:

  • current issues – conflicts, proper process and death benefit payments
  • the impact of six member SMSFs
  • the importance of trustee discretion in making death benefit payments in the right circumstances
  • to removing discretion – when and what are the options
  • the effect of transfer balance caps.
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