#3 – Superannuation and estate planning

This is a podcast of the webinar ‘Superannuation and estate planning’ held on 3 December 2014.
The webinar was presented by Matthew Burgess and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 60 minute presentation provides an insight into a range of issues including:

  1. Recent cases regarding death benefit nominations;
  2. Strategies for death benefit nominations, reversionary pensions and superannuation wills;
  3. Managing insurance proceeds in superannuation; and
  4. Approaches for aligning superannuation entitlements with wider estate plans.
Dyan Burgess

Dyan Burgess

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