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  Estate planning Succession Superannuation

Dealing with super in the estate planning context

Source: South Australia

Published Date: 29 Jul 2013

 

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Superannuation, Estate Planning & SMSF Succession are now of vital importance but are areas often overlooked/little understood – your clients are looking for certainty in relation to who is to receive and who will control their Super following incapacity or death.

This paper considers:

  • estate planning & super – basic principles
  • who can receive/SIS Dependants?
  • tax/non tax dependants
  • death benefit direction/payment options
  • use of Binding Death Benefit Nominations
  • SMSF Succession Planning/SMSF Control on death/incapacity.
Author(s)

Individual Session

Dealing with super in the estate planning context

Author(s): Phil Mcgovern
Materials from this session:

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Details

  • Published By: Phil Mcgovern
  • Published On:29 Jul 2013
  • Took place at:Intercontinental Adelaide

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Estate planning Succession Superannuation 2013

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