Superannuation Death Benefit Payment Options

Tax-effective approach in light of the 1 July 2017 changes

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


Nathan Yii is an experienced structuring and estate planning lawyer and is recognised in Doyles’ Guide as a leading Wills, Estates & Succession Planning Lawyer in Victoria. He works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, factoring in taxation, asset protection, SMSF compliance and dispute prevention. He consults to family businesses and family offices of high net worth individuals around Australia and also acts for clients in trusts and estate dispute matters. Nathan is a regular presenter and shares his insights with financial and legal practitioners. He is Chartered Tax Advisor, an SMSF Specialist Advisor and a lecturer in the College of Law’s Master of Laws program and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. 
11/06/2019 11:00 AM - 11/06/2019 12:30 PM
Online, Australia

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