2020 National Superannuation Webinar Series - Superannuation planning to meet the unexpected and also the expected

Published on 10 Jun 2020 | Took place at Online, National

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?