Superannuation, Estate Planning & SMSF Succession are now of vital importance but are areas often overlooked/little understood – your clients are looking for certainty in relation to who is to receive and who will control their Super following incapacity or death.
This presentation considers:
- estate planning & super – basic principles
- who can receive/SIS Dependants?
- tax/non tax dependants
- death benefit direction/payment options
- use of Binding Death Benefit Nominations
- SMSF Succession Planning/SMSF Control on death/incapacity.