Description
Post death superannuation strategies are a key area for any adviser in the holistic estate planning space.
The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken.
This webinar will explore numerous key issues advisers should be aware of in relation to superannuation, including:
- Strategies that may be implemented by executors or beneficiaries of an estate
- Will crafted superannuation proceeds trusts
- Post death trusts, including superannuation and estate proceeds trusts
- Recent case studies
- Tax Office views.
Who Should Attend?
This webinar is vital for financial advisors, tax agents, superannuation specialists, and anyone involved in advising clients on superannuation and estate planning matters.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours: 1 hour | Legislated CPD Hours: 0.50 hours in technical competence and 0.50 hours in tax (financial) advice
Presented by:
Matthew Burgess
Director, View Legal
Matthew Burgess co-founded dynamic specialist firm View Legal in 2014, following experience as a lawyer and partner of one of Australia’s most formidable independent law firms for over 17 years.
Matthew’s passion is enabling creative customer centric solutions, specialising in holistic tax, estate and succession planning.
He has been recognised for many years in the ‘Best Lawyers’ list for trusts and estates, and Wealth Management / Succession Planning and either personally or as part of View in ‘Doyles’ in relation to taxation and for wills, estates and succession planning.
In part inspired by working in the SME market space, Matthew has been the catalyst for a number of innovative legal platforms, including establishing what was widely regarded as Australia’s first distributed law firm.
