View Legal webinar – Superannuation and Estate Planning: A recipe for disaster (24 August 2023)

The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months.

This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and superannuation leading to a disaster, including:

1. Recent cases regarding death benefit nominations, including key issues for all advisers to be aware of
2. Interplay of death benefit nominations, reversionary pensions, superannuation living wills and superannuation wills from an adviser’s perspective
3. Managing insurance proceeds in superannuation
4. Valid approaches for aligning superannuation entitlements with wider estate plans

Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

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

Adviewser – For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)