Self Managed Super Funds as They Relate to Succession Planning and Estates

Tuesday 10th November, 2015 4:00 pm – Tuesday 10th November, 2015 6:00 pm
The Law Society of Western Australia
Level 5, 160 St Georges Terrace Perth

When a person dies they may have funds held in their members account in a superannuation fund. Two questions arise: Firstly, who gets the money? And how can the member ensure it goes where they want and not where the trustee may decide?

Secondly, what tax is payable by the recipient? and what steps can the member take to reduce the tax burden on the recipient?

This seminar will concentrate on self-managed super funds and act as a primer for lawyers advising clients on succession planning.

Topics to be covered will include:

  • the role of Binding Death Benefit Nominations and what can go wrong with them
  • who will be the trustee and whether their decisions can be challenged
  • the powers of the executor and the constraints on executors
  • pension and recycling strategies

Level: Intermediate

Competency
  • 2 points Competency 4 Substantive Law

 

Sponsored by

Speakers

The Hon Eric Heenan QC

Jocelyne Boujos
Partner, Sceales & Company

Grahame Young
Barrister
Francis Burt Chambers

Price
Member
$226
Non-Member
$270
Legal Trainee / Support Staff (Member)
$110
Legal Trainee / Support Staff (Non-Member)
$167
CPD Active
$0