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  Superannuation 2021

Superannuation member balance strategies upon death

Source: Western Australia

Published Date: 17 Jun 2021

 

This presentation covers:

  • Implications of recent cases
  • The importance of valid binding death benefit nominations (BDBNs)
  • Transfer balance cap strategies and solutions
  • Dealing with properties and other lumpy assets when paying death benefits and
  • The changing role of superannuation in estate planning.

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Author(s)

Individual Session

Superannuation member balance strategies upon death

Author(s): Jemma Sanderson CTA
Materials from this session:

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