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  Estate planning Superannuation 2021

Estate Planning and Superannuation - What are the current issues?

Source: National

Published Date: 18 Jun 2021

 

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This video covers:
  • Reversionary pensions v death benefit income streams " differences and pros/cons of each
  • Alternatives to binding death benefit nominations " thinking outside the square
  • Tax free member benefits v taxable death benefits " what is the difference?
  • Importance of control of SMSFs for estate planning
  • Current estate planning strategies " what you need to know
  • Recent case law impacting death benefits.

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Estate Planning and Superannuation - What are the current issues?

Author(s): Clinton Jackson , Scott Hay-Bartlem CTA
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