Recorded Webinar: The Nuts and Bolts of Super Death Benefits and Blended Families

 

Date: Thursday 26th October 2017
Duration: approx. 2 hours
 
 ABOUT THE WEBINAR
The controversy about how to deal with super death benefits continues, especially in the context of blended families. This session will examine the current state of play, particularly in light of the recent super reforms:
  • Super death planning with blended families – what is the client trying to achieve?
  • Impact of the recent super reforms
  • The reversionary pension option
  • The lifetime reversionary pension – does it work?
  • The BDBN option examined
  • The conditional pension option
  • Control of the fund while a revisionary or conditional pension is being paid
  • Solving the problem with multiple funds or multiple member accounts
 PRESENTER
Our presenter

Scott Hay-Bartlem, Partner, Cooper Grace Ward Lawyers, Brisbane

Scott is a partner in Brisbane law firm Cooper Grace Ward. 

He and his team specialise in assisting clients and their other advisers including lawyers with tax and superannuation advice; estate planning, administration and disputes; business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures.

He is a SMSF Specialist Advisor™, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners, and an Accredited Adviser with Family Business Australia.

Scott been selected by his peers for inclusion in the Ninth Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates and Wealth Management / Succession Planning Practice.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 9670 2055 or email: info@tved.net.au
Product Code: WBROCT17
 Price:  $253.00 (Inclusive of GST)
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