Toowoomba: Death Benefit Nominations – practical tips & pitfalls

Death Benefits Nominations – practical tips & pitfalls

During this session we will discuss:
- the factors and relevant issues to consider when preparing death benefit nominations; and
- the issues and considerations for trustees of self-managed superannuation funds prior to making death benefit payments where there is no death benefit nomination in place

Details

Date:
30 May 2019
12:30 pm AEST - 2:30 pm AEST
CPD Points:
1.5
Venue:
Power Tynan,
Suite 6, 618 Ruthven Street,
Toowoomba, QLD 4350

Speakers:

Steven Jell

As a senior associate in Cooper Grace Ward’s commercial team, Steven provides clients with key estate planning, self-managed superannuation, asset protection and succession planning advice as well as broader transaction-based commercial legal services.

Prior to joining the team at Cooper Grace Ward in 2018, Steven practised in Melbourne delivering sophisticated estate planning and commercial solutions to high net worth, high-profile and business clients.

Steven uses his experience to take a proactive approach to the implementation of various strategies and structures aimed at the intergenerational transfer of wealth and the mitigation of litigation risks as well as providing commercially viable solutions to business clients.