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Superannuation Death Benefits – Recent Cases and Thinking
by Peter Bobbin, Elizabeth Burnheim
527 527 people viewed this event.
Superannuation is often one of the largest assets to form part of your clients’ wealth on death. Even for those who may not have much in the way of personal wealth, they may still have a significant super death benefit to deal with, especially after taking into account any life insurances that they have in super.
In this presentation, Peter will take you through a number of recent decisions involving both failed and successful superannuation death planning outcomes that have broadened the considerations that advisors should now have in assisting clients in their super death plans.
Don’t miss this opportunity to learn how you can help your clients to navigate superannuation death planning – plus earn CPD points!
The Presenters
Peter Bobbin
Peter Bobbin is a Principal Lawyer within Coleman Greig’s Commercial Advice Team. With over 30 years’ experience in superannuation and taxation in both the personal and commercial arena, there is no case too complex for Peter.
Elizabeth Burnheim
“I really like to take the time to clearly explain complex matters and when developing Estate Planning, I like to make sure my clients and the beneficiaries understand the structure and design of the plan so it functions smoothly" - Elizabeth Burnheim
