Superannuation is often the biggest asset in a family’s wealth structure, particularly given the ageing population and tax-concessions afforded by superannuation. In this webinar, you will learn the importance of dealing with superannuation on the death of an individual, remembering that death is a compulsory cashing event. This webinar will also highlight the tax-effective use of pensions (reversionary and non-reversionary), binding death benefit nominations and whether a flexible approach is best, in light of the 1 July 2017 changes and depending on one’s estate planning objectives. A case study will be used to highlight these points.
CPD hours: 1.5
Price: $129 for member, $155 for non-member
Certification is provided upon completion
Presented by: Nathan Yii