This course delves into the intricacies of superannuation death benefits, providing a comprehensive overview of the legal framework, regulatory requirements, and practical strategies for trustees and beneficiaries. Participants will gain insights into the complexities of death benefit distributions, the importance of binding and non-binding nominations, and the role of life insurance in superannuation funds. The course aims to equip practitioners with the knowledge to advise clients effectively, ensure compliance, and streamline the distribution process.
Topics List
Overview of Superannuation Death Benefits
Legal Framework and Regulatory Requirements
Binding vs. Non-Binding Nominations
Trustee Obligations and Responsibilities
Role of Life Insurance in Superannuation Funds
Common Misconceptions and Complexities
Effective Estate Planning Strategies
Dispute Resolution and Case Law Insights
Practical Tips for Trustees and Advisers
Future Trends and Potential Reforms
schedule1 hour on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Jul 3, 2024
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access