Paying super death benefits – direct to beneficiary or via the estate?

When it comes to paying superannuation death benefits, many clients will generally nominate their spouse as beneficiary. However, for those clients who have separated or are widowed, the next in line will typically be their financially independent adult children.

Using a case study, we explain why it may be worthwhile paying a superannuation death benefit to adult children via the member’s estate rather than being paid directly from the member’s superannuation fund.

By participating in this training, participants will be able to:

• Review the superannuation death benefit rules which cover how and to whom superannuation benefits can be paid to
• Explain the tax advantages of leaving superannuation death benefits to the estate and how the benefits may provide better outcomes for financially independent adult children
• Identify the issues to look out for when paying superannuation death benefits to the estate

Who Should Attend?

 This webinar is suitable for:

• Accountants advising in superannuation matters, and
• Practitioners who would like to gain some knowledge or improve their knowledge in this area.

$99 (members) | $132 (non- members)

TPB CPD Hours: 1 hour |  Legislated CPD Hours: Tax (financial) advice- 1 hour

Presented by: Natasha Panagis

Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia’s financial services industry.