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Superannuation member balance strategies upon death video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 17 Jun 21 | Source: WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Abstract:
This video covers:

  • Implications of recent cases
  • The importance of valid binding death benefit nominations (BDBNs)
  • Transfer balance cap strategies and solutions
  • Dealing with properties and other “lumpy” assets when paying death benefits
  • The changing role of superannuation in estate planning.

Purchase individual materials from this session:

New Release - 2021 WA Tax Forum - Plenary and SME Stream (9 Parts)
Author(s):  Hoa Wood

Author profile

Jemma Sanderson CTA
Jemma Sanderson, is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support and consultancy accounting, legal and financial planning groups. Jemma has over 20 years’ experience in developing complex strategies for high net worth clients. Jemma is a regular presenter on superannuation and SMSFs for the professional bodies across the country, and is the author of The Tax Institute’s popular publication for SMSF Advisers, the SMSF Guide, in its ninth edition. Jemma was named the SMSF Adviser of the Year at the 2019 National Women in Finance awards for the third year in a row and received the SMSF Association Chairman’s Award in February 2018 for her contribution to the industry. - Current at 20 July 2022
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