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 Recorded Webinar: Powers of Attorney and Death Benefit Nominations – An SMSF Perspective

Date: Wednesday 9th March 2022
Duration: Approximately 1 Hour

 ABOUT THE WEBINAR

There remains some confusion over the extent of the use of powers of attorney in relation to death benefit nominations. This session clears up any ambiguity. It includes:

  • Powers of attorney in the SMSF – an overview
  • Revisiting Re Narumon Pty Ltd [2018] QSC  185
  • What situations will Re Narumon continue to apply and when not?
  • How will laws of each state impact the Re Narumon reasoning?
  • What is the impact of Re Narumon on laws of fiduciary duties
  • Tax implications if it goes to non-tax dependent
 PRESENTER
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar: Powers of Attorney and Death Benefit Nominations – An SMSF Perspective Jennifer Dixon, Practice Leader, Moores, Vic

Jennifer Dixon is 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 Wills and Estates in Victoria, accredited by the Law Institute of Victoria. She is also an accredited specialist SMSF advisor and fellow of the SMSF Association. Jennifer is an in demand speaker across Australia to professional audiences in these areas.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD

Accountants can claim up to 1 CPD/Training hour.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au



© Television Education Network Pty Ltd 2022

Product Code: WBHMAR22
 Price:  $269.50 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.