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Institute of Financial Professionals Australia 2024 Conference
Institute of Financial Professionals Australia 2024 Conference

SMSF Succession and Related Estate Planning - 101

Presentation

Presentation

4:25 pm

15 March 2024

Plenary

Session 7 | Estate Planning

Themes

IFPA 2024

Presentation Description

Are you perplexed by the complexities surrounding superannuation death benefits and estate planning? Join us for this comprehensive session, delivered by Daniel Butler of DBA Lawyers, an expert in superannuation law and estate planning.
 
This presentation will unravel the intricacies of death benefit planning by covering 101 essential topics, clarify the distinctions and benefits of SMSF wills, BDBNs, and reversionary pensions, and offer an overview of where recent case law stands on death benefits and SMSFs. Furthermore, we'll explore practical tips, traps, and strategies for effectively planning your superannuation death benefits and related estate planning.
 
This session is a must-attend for accountants, financial advisers, including financial planners, SMSF trustees, SMSF and estate planning lawyers, tax consultants, and wealth management experts.
 
Don't miss this opportunity to gain critical insights into safeguarding your financial legacy.

Speakers