Seamlessly Integrating Superannuation into Effective Estate Planning

On 1 September 2015, Sladen Legal’s Phil Broderick delivered a presentation on Seamlessly Integrating Superannuation into Effective Estate Planning, as part the Legalwise seminar topic of Estate Planning: Maximising Asset Protection.

Phil’s presentation addressed:

  • Who can receive superannuation death benefits and their tax consequences?;
  • Binding death benefit nominations and reversionary pensions;
  • Ensuring the control of a SMSF is appropriately structured;
  • Effectively using Powers of Attorney in relation to superannuation; and
  • Practical examples and case studies.

The paper from Phil’s presentation is now available to download.

If you have any questions on this presentation or would like further information, please contact

Phil Broderick
Principal
Sladen Legal
T: +61 3 9611 0163  |  +61 419 512 801
pbroderick@sladen.com.au

 

 

 

Phil Broderick