SMSF Trustee Death Benefit Decisions
Issues covered include: trustee death payment decisions, SMSFs, superannuation death benefits
Description
If you oversee compliance for an SMSF where a member has not left a binding death benefit nomination, there is a risk of dispute. To ensure your client has properly protected their position, it is vital that you understand the issues and processes that trustees of self-managed superannuation funds need to go through to consider and document any death benefit payment decisions. Attend this 1 hour online seminar for a practical checklist of tips and processes that trustees must consider.
SMSF Trustee Death Benefit Payment Decisions
In recent times the courts have set out some very specific standards for trustees and executors to follow when considering how to distribute superannuation death benefits where a member has not left a valid death benefit nomination. Consider:
- The situations which have been considered by the courts to date
- Factors, issues and other matters that trustees of self-managed superannuation funds must consider before any decision to distribute is made
Presented by Steven Jell, Senior Associate, Cooper Grace Ward
This webinar will be streamed at AEDT
Presenters
As a senior associate in Cooper Grace Ward’s commercial team, Steven provides clients with key estate planning, self-managed superannuation, asset protection and succession planning advice as well as broader transaction-based commercial legal services.
Prior to joining the team at Cooper Grace Ward in 2018, Steven practised in Melbourne delivering sophisticated estate planning and commercial solutions to high net worth, high-profile and business clients.
Steven uses his experience to take a proactive approach to the implementation of various strategies and structures aimed at the intergenerational transfer of wealth and the mitigation of litigation risks as well as providing commercially viable solutions to business clients.
Accreditation
Attend and Earn 1 CPD Hour
All our conferences are able to count towards your CPD hours in accordance with the regulations of any other industry association including CA ANZ, CPA and more. Click here to view your organisations' rules