Level: Essential
CLE Units: 0

Speakers:
Denis Barlin of Thirteenth Floor Wentworth Chambers and
Michael Bennett of Seven Wentworth Chambers

Aims

Succession planning is becoming ever more important for many Australians.

With the increasing wealth of Australians, particularly baby boomers, and the complexity of the succession issues with which practitioners now have to deal on behalf of clients, an understanding of succession issues and solutions is vital.

This paper covers the following:

Succession: Superannuation

• Superannuation and the Deceased’s Estate
• “Dependent” for superannuation purposes and for tax purposes
• Binding Death Benefit Nominations and fights about them
• Strategies to maximise the benefit of superannuation
• Life insurance in superannuation
• Superannuation Complaints Tribunal
• Family Law
• Testamentary Trusts

Succession: Trusts

• Issues to consider in transferring wealth and control held subject to a trust
• Cloning and splitting of trusts
• Recent Developments
• Estate Considerations of Present Entitlements

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