How do you control what happens to your assets when you die? That’s the big question we’re answering in this episode. As we contend with contemporary asset structures like superannuation, and family groups growing increasingly diverse, in 2020 it takes more than just a Will to get your affairs securely in order.
To answer these questions, we have BDO’s National Leader for Superannuation in Australia, Paul Rafton, and BDO Self-Managed Super Fund expert, Shirley Schaefer. With almost 60 years’ experience between them, they’ve seen various super-related scenarios play out thousands of times; and with a lifetime of knowledge, will help you to get your estate and superannuation in order.
Covered in this episode:
Will vs estate planning - busting the myth that superannuation is included in your Will
Why estate planning is so important in a superannuation environment
Which SMSF (Self-Managed Super Fund) structures are most appropriate for ensuring control of outcome after death
How to ensure your nominated beneficiaries receive your superannuation benefits
Exploring the income tax consequences of superannuation death benefits
Explaining the 2017 legislative changes to Transfer Balance Cap (TBC), and how it affects you
The differences between retail, industry and SMSFs
The most common traps and problems people face when paying a superannuation death benefit in accordance with the deceased’s wishes
How to ensure that your superannuation death benefit instructions cannot be challenged or changed by a vexatious litigant.
Produced by BDO in Australia and The Podcast Boss.
Dr. Death: Miracle Man
Paolo is a smart and handsome surgeon, renowned for his ability to perform surgeries that transform his patients’ lives. When television producer Benita covers him for a story, he’ll transform her life too, but not in the ways she expects. As Benita crosses professional lines to be with him, she learns how far Paolo will go to protect his secrets. And halfway around the world, four doctors at a prestigious medical institute make shocking discoveries of their own that call everything into question. From Wondery comes Season Three of the hit podcast, Dr. Death. MIRACLE MAN tells the story of a globe-trotting surgeon who seduces the medical world, and sweeps one woman off her feet. Hosted by Laura Beil. Dr. Death Season 3: Miracle Man is available now to Wondery+ subscribers early and ad-free. New episodes come out weekly, every Tuesday, for free.
This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.