In planning for death, either expected or unexpected, the aim is to ensure that the person's assets are able to be distributed in accordance with their wishes or intentions. This presentation emphasises the role of superannuation and the importance of ensuring that the amount of the benefits payable from the fund is sufficient to sustain the survivors for the period they would have remained as dependants. Topics covered include:
- Tax effective superannuation before death
- Death Benefits from superannuation
- Benefit splitting and estate planning opportunities
- Marriage/de-facto break ups
- Bankruptcy, super and death
- Family Provisions Act claims
- Issues with self-managed superannuation funds and death of a member