Superannuation Trusts Estate planning

Planning opportunities for death benefits workshop

Source: National

Published Date: 21 Aug 2015

 

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This paper covers:

  • the limits on benefit succession imposed by the trust deed and superannuation law
  • cascading binding death benefit nominations
  • concurrent nominations
  • superannuation proceeds trust
  • customising the deed or moving to a small APRA fund
  • resources.

Individual Session

Planning opportunities for death benefits workshop

Author(s): Michael Perkins

Details

  • Published By: Michael Perkins
  • Published On:21 Aug 2015
  • Took place at:Doltone House, Darling Island Wharf, Sydney

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Superannuation Trusts Estate planning Succession 2015

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