This is a podcast of the webinar ‘Superannuation and Estate planning Master class’ held on 29 April 2015.
The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.
This 90 minute presentation focused on estate planning issues that need to be considered to ensure assets are protected from family disputes, including spendthrift beneficiaries and creditors, including:
- recent cases regarding death benefit nominations;
- strategies for death benefit nominations, reversionary pensions and superannuation wills;
- approaches for aligning superannuation entitlements with wider estate plans; and
- the impact of adjacent areas of the law including enduring powers of attorney, marriage breakdowns and the ‘notional estate’ provisions that can apply where wills are challenged.