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Session 10.1: Superannuation member balance strategies upon death

With Jemma Sanderson, CTA, Cooper Partners



Superannuation is often one of the largest assets upon death, with recent cases in this area highlighting the importance of getting the planning right prior to death.

This session will consider:

  •  Implications of recent cases;
  •  The importance of valid binding death benefit nominations (BDBNs);
  •  Transfer balance cap strategies and solutions;
  •  Dealing with properties and other “lumpy” assets when paying death benefits; and
  •  The changing role of superannuation in estate planning.
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