NC 2018 Recording – Concurrent 3A – Building blocks of estate planning post 1 July 2017

View the recording from the SMSF Association National Conference 2018 presented by Bhavesh Mistry, Principal, Solicitor, Notary Public, Mistry Fallahi Lawyers & Business Advisors

As the standard and cost of living in Australia continues to increase, many Australians are looking to use superannuation as their preferred retirement savings vehicle. As a result, superannuation interests can be the largest asset when someone passes away. With many Australian’s failing to properly implement their estate plans, together with recent changes in superannuation laws, as advisors it is paramount to address client’s estate planning when they have the capacity to do so. However, despite an advisor’s best endeavours, certain people pass without an estate plan or a valid Will. In these circumstances there are still strategies which can be implemented to take benefit of the use of testamentary trusts.

This recording will provide you with a practical insight into the regulatory requirements under the superannuation laws, binding nominations and reversionary pensions and estate planning strategies pre-and-post death.

As a result of viewing this recording, you should be able to:

• Understand how and to whom death benefits can be cashed;
• Explain to your client the benefits and potential ramifications of making Binding Death Nominations; and
• Using estate proceeds trusts as an estate planning tool.


CPD Points:


Bhavesh Mistry

Bhavesh Mistry is a principal with expertise in the areas of asset protection, estate planning, litigation and commercial law. He also has experience in family law matters that involve complex financial issues, including property settlements.
Bhavesh is an expert in advising on complex intergenerational wealth transfer and estate planning matters including drafting sophisticated testamentary documents, establishing trusts and advising on complicated arrangements required for personal and business succession planning.

As an experienced litigator, Bhavesh has represented a wide range of clients including private businesses, high net worth individuals and liquidators in insolvency matters. He is also well known for his commercial approach to the law and uses his skill set to achieve a result for his client with or without recourse to the courts.
Bhavesh has excellent negotiation and drafting skills which he uses to develop and maintain excellent client relationships.