#81 – Superannuation and Estate Planning: A recipe for disaster

View Legal Podcast

The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months.

This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and superannuation leading to a disaster, including:

• Recent cases regarding death benefit nominations, including key issues for all advisers to be aware of
• Interplay of death benefit nominations, reversionary pensions, superannuation living wills and superannuation wills from an adviser’s perspective
• Managing insurance proceeds in superannuation
• Valid approaches for aligning superannuation entitlements with wider estate plans

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• • PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success
  • PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure
• Listen to View’s previous episodes here.