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2020 National Superannuation Webinar Series - Superannuation planning to meet the unexpected and also the expected

Published on 10 Jun 2020 | Took place at Online, National

Planning for superannuation usually focuses around contributions and pensions but equally important is understanding exit strategies. As part of a regular health check of your superannuation plan there is a need to address how appropriate are the strategies in place to address:

  • sudden death and non-sudden death
  • legal incapacity and physical incapacity
  • plans to temporarily or permanently leave Australia
  • a desire to simplify your strategy
  • how does your beneficiary mix [spouse, children, blended family children, financial dependents, outlived them all] impact?
  • and if you do decide to windup your SMSF, what are the practical issues that need to be addressed?

Individual sessions

Superannuation planning to meet the unexpected and also the expected

Author(s):  Elizabeth Burnheim,  Dung Lam

This paper covers:

  • sudden death and non-sudden death
  • the family mix
  • planning for incapacity
  • COVID-19 – the unexpected has occurred!
  • bankruptcy, legal incapacity and the twilight zone
  • winding up a SMSF.
Materials from this session: