What happens to my superannuation when I die?

Date: 14th February 2024
Time: 7:30am - 9:00am
Location: HLB Mann Judd Perth
RSVP Date: 8th February 2024
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Your super balance may be the largest investment asset you have other than your home. But what happens to it when you die?

Using informative case studies, HLB Wealth Financial Adviser, Brendan Bate will unpack this often poorly understood area of super and provide a technical update regarding:

  • Dependants: who you can leave your super to, and who you can’t.
  • Death benefit nominations: the types of death benefit nominations you can make and the key risks associated with each of them.
  • Death benefit payments: lump sum payments, income streams and the interaction with the transfer balance cap.
  • Death benefits tax: how death benefits are taxed with Australia’s ‘hidden’ inheritance tax and strategies you can use to reduce the tax in your estate plan upon death.
  • Specific SMSF estate planning issues to consider: the treatment of illiquid assets and the impact of reducing mental capacity as we age.

A light breakfast will be available.