• Control of the super fund on death - ensuring the deed is structured to avoid stress and challenges after death
• Factoring in the 2017 reforms: bringing the SMSF deed up to date and assessing the impact on estate planning
• Managing the consequences of exceeding the transfer benefit cap and other pension implications
• Asset classes in superannuation, particularly real estate - estate planning considerations including tax and duty consequences
• Where should life insurance be held? Financial implications for distribution of proceeds
• Creating a testamentary trust using super funds

Jennifer Dixon a Practice Leader and heads up the Private Clients group at Moores

With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s.  While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas.

Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in two fields, namely: in Wills and Estates in Victoria, accredited by the Law Institute of Victoria; and as a specialist SMSF advisor by the SMSF Association. Jennifer is an in demand speaker across Australia to professional audiences in these areas.

For the last 3 years, Jennifer has been a recognised as a pre-eminent practitioner in  Doyles Guide, in both categories of Wills, Estates and Succession Planning & Wills & Estate Litigation.

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide.  This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.   FASEA – category “Technical Competence” – 1 hour.