Podcast

#59 Superannuation + Incapacity: The formula to avoid failure

In this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June 2021.

In many estate planning exercises, superannuation is either the second largest – or largest – asset.

As superannuation savings continue to accumulate the number of superannuation fund members suffering events of incapacity also seems to be growing.

Particularly in the SMSF space, it is critical for advisers to understand the interplay between the superannuation regime and the enduring powers of attorney rules.

This webinar explores all the key issues in this regard, including:

How to structure the appointment of attorneys with reference to superannuation entitlements
The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations
The ability for attorneys to make BDBNs and manage ‘fast death tax’
The role of state government departments
The implications of the key recent court decisions in this area

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Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)