Recent developments and cases highlight how critical it is to get estate planning and SMSF succession integrated and right to avoid costly mistakes for loved ones. With many of our clients getting older, now is the time to focus on ensuring estate planning arrangements align with their wishes and financial goals.
This practical session will explore key considerations and strategies, including:
- Key ATO and legislative developments
- Recent tax changes including the latest on div 296 – tax on $3+ million members
- The key points from the revised ATO ruling on stopping a pension TR 2013/5
- Recent super death benefits cases and the valuable lessons to learn
- Strategies for managing “lumpy” assets when paying death benefits
- What planning is needed for those that lose capacity
- Key estate planning considerations for accountants and advisers
- And more …
