In many holistic estate planning exercises, superannuation is either the second largest - or largest - asset.
As superannuation savings continue to accumulate the number of disputes in relation to death benefit payments also seems to be growing.
Particularly in the SMSF space, it is critical for advisers to understand the interplay between the various superannuation rules on the payment of a death benefit; not least of which the decision on whether to utilise some form of binding nomination.
This webinar will help advisers get off risk in this area by exploring a range of issues, including:
- The various forms of superannuation nominations
- Why binding nominations are rarely the right approach
- What exactly is a ‘superannuation will’
- What wins: BDBN or reversionary pension
- Should I be concerned about the notional estate regime
- Story sharing, including from leading court cases
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
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 customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster
PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure
Listen to View’s previous episodes here.
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