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Superannuation member balance strategies upon death video
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Member Price: $99.00
Non Member Price: $121.00
Publication date: 17 Jun 21 | Source: WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Abstract:
This video covers:
- Implications of recent cases
- The importance of valid binding death benefit nominations (BDBNs)
- Transfer balance cap strategies and solutions
- Dealing with properties and other “lumpy” assets when paying death benefits
- The changing role of superannuation in estate planning.
Purchase individual materials from this session:
New Release - 2021 WA Tax Forum - Plenary and SME Stream (9 Parts)
Author(s):
Hoa Wood
Material from this session:
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Author profile
Jemma Sanderson CTA
Jemma Sanderson, CTA, is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support and consultancy to accounting, legal and financial planning groups. Jemma has over 25 years’ experience in developing complex strategies for high-net-worth clients. Jemma is a regular presenter on superannuation and SMSFs for the professional bodies across the country and is the author of The Tax Institute’s popular publication, the SMSF Guide, in its ninth edition. Jemma received the 2024 Community Service Award at The Tax Institute’s Tax Summit for her contribution to the the Tax Institute. - Current at 05 May 2026
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The Tax Institute is Australia's leading professional association and educator in tax providing the best resources, professional development and networks.