Estate Planning Essentials Program | Part 3 - Dealing with superannuation assets
This 3-part program package, presented by The Legal Hub, is an essential introduction for anyone (financial advisers, lawyers, etc.) wanting to offer estate planning as part of their business service offering. Concepts are offered in easy to understand language supported with diagrams and visuals presented by leading experts in estate planning in Australia today. Each part consists of a 60 minute recorded webinar with accompanying PDF paper. Watch first and read up on later!
This program qualifies for 4 CPD points (certificate provided on request)
Part 3 - Dealing with superannuation assets
Estate planning is the process of arranging a persons financial affairs in a way that suits their needs now, protects them should they ever lose mental capacity, and ensures their assets will pass smoothly to their family and friends after death.
In most cases estate planning is not as simple as signing a will. Many people these days control assets but do not own them, for example, in trusts, companies and superannuation. A properly prepared estate plan will cater for all of the assets a person owns and controls.
This 60 minute recorded webinar presentation with audio and 'live' slides along with the accompanying PDF paper deals with Superannuation (pension). Superannuation is a resource that is not always paid to a person’s estate to be dealt with through their will. Superannuation is often a substantial resource and it is important to give special consideration to how it will be dealt with on death.
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