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Superannuation Series - Part 9: Superannuation planning to meet the unexpected and also the expected

Wednesday, 10 June 2020 - 1:00 PM to
Wednesday, 10 June 2020 - 2:00 PM
     

Registration Time:

Member Price: $100.00

Non Member Price: $120.00

CPD hours:1.00

Part 9: Superannuation planning to meet the unexpected and also the expected

Planning for superannuation usually focuses around contributions and pensions but equally important is understanding exit strategies. As part of a regular health check of your superannuation plan there is a need to address how appropriate are the strategies in place to address:

  • Sudden death and non-sudden death
  • Legal incapacity and physical incapacity
  • Plans to temporarily or permanently leave Australia
  • A desire to simplify your strategy
  • How does your beneficiary mix [spouse, children, blended family children, financial dependents, outlived them all] impact?
  • And if you do decide to windup your SMSF, what are the practical issues that need to be addressed?

Presenters:

Elizabeth Burnheim, Coleman Greig Lawyers

Elizabeth Burnheim is a Senior Associate at Coleman Greig Lawyers, specialising in tax, superannuation and estate planning. Elizabeth has assisted clients with the management of their tax audits, objections and appeals and has achieved many successful outcomes, specifically in the areas of payroll tax and superannuation guarantee charge. Elizabeth has also provided advice to clients in relation to property matters including assisting clients with the implementation of the SMSF gearing strategy.

Dung Lam, CTA, Coleman Greig Lawyers

Dung Lam, CTA, is a Tax Team Leader at Coleman Greig Lawyers with many years of experience in advising on a wide variety of taxes, including income tax, CGT, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the SMSF arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from corporates, SMEs, high net worth individuals, professional firms, accountants, financial planners and their clients.

Special Offer

Register for the entire 10-part 2020 National Superannuation Webinar Series and save $205.