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WEBINARS

Each month our team of experts presents a number of technical webinars, free of charge, for our clients.
Our technical webinars are on the following topics:

SMSF ESSENTIALS - PLANNING FOR DEATH AND INCAPACITY
Date: Wednesday, 23 September 2020
Time: 2:00pm – 3.00pm AEST
CPD: 1 hour/1 point
Cost: Free
Presenter: Michael Harkin, National Manager for Training & Advice, Topdocs

Estate Planning in SMSFs has never required greater attention to detail. An aging member base of SMSFs draws to our attention the need to address incapacity to ensure the smooth continuation of an SMSF when a member is unable to manager their own affairs. With the introduction of the transfer balance cap, coupled with an increase in litigation relating to BDBNs, the need to ensure appropriate, valid documentation has been drafted is a further necessity.

So, what are the key considerations your clients should be making when planning for their incapacity and death?

To find out, join Topdocs’ National Manager for Training and Advice, Michael Harkin, as he explores the topics of estate planning and incapacity in super, focusing on the practical steps your clients should take to ensure their desired outcomes are reached. In particular, Michael will focus on:

  • The effects of the transfer balance cap on reversionary pensions and BDBNs
  • An examination of what takes precedence BDBNs or Reversionary Pensions
  • Member Benefit Guardians as a death benefit protection mechanism
  • Member incapacity and the role of Enduring Powers of Attorney in your SMSFs
  • The important of having a Will in place and what happens when you die without a Will in place
  • The role of your client’s trust deed in their SMSF estate planning