Australia: Webinar: So you have dealt with the 1 July super changes – now what about the estate planning implications?
Last Updated: 10 November 2017

Event details

When Location Contact Cost
November 28, 2017 Online T - +61 7 3231 2400 $110.00
Log on: 12:15pm events@cgw.com.au
Start: 12:30pm
Finish: 2:00pm

Advisers have been very busy in the lead up to the 1 July with the superannuation changes and the new transfer balance cap.

Many clients' superannuation will look different as a result of these changes. Have you considered the impact on their estate plan? Changes to pensions, commuting pensions and withdrawing money from super can have quite significant implications on the member's death, which may be in conflict with their existing estate plan.

This webinar will cover the following:

  • How can the 1 July changes thwart a previously well-made estate plan?
  • Why are testamentary trusts going to be a more commonly used strategy for the surviving spouse?
  • Are reversionary pensions the magic solution?
  • Are binding nominations in or out, and what should they say?
  • Do you need to consider a death benefit guardian?

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