July 30 @ 12:30 PM - 1:30 PM AEST
Join our webinar to gain critical insights into navigating key estate planning issues impacting advice clients. This session will examine the most common super, tax and social security issues that arise upon the death of a client. Specifically, we will examine the advantages and disadvantages of binding super death nominations and common CGT issues on death. We will also review Age Pension implications and considerations for a surviving spouse.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours: 1 hour | Legislated CPD Hours: To be confirmed
Presented by:
Stuart Sheary
Stuart Sheary is a highly respected financial services professional with over 20 years of industry experience, specialising in superannuation, social security, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape, Stuart has built a career dedicated to providing financial professionals with clear, actionable guidance in these complex areas.
Stuart is well known for his ability to simplify intricate legislative and technical matters, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events, contributions to technical literature, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector.
Before joining the Institute of Financial Professionals Australia (IFPA), Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients.
Stuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association, reflecting his commitment to professional excellence.
With a passion for technical education and adviser support, Stuart continues to contribute meaningfully to the industry, ensuring financial professionals stay informed, confident, and well-equipped to navigate the evolving financial services landscape.
