PD3: Estate planning and distribution of death benefits

PD3: Estate planning and distribution of death benefits

With millions of Australians holding life insurance through their superannuation, super funds play a key role in the payment of death benefits in Australia. This workshop will take you through the breadth of investigation required to determine rightful beneficiaries and address the difficult issues that can arise during the process.

The purpose and benefit of having clear and appropriate estate planning requirements in place, including enduring powers of attorney and wills, will be reviewed. The complications that may arise when appropriate arrangements are not in place will also be considered.

Participants will benefit from the valuable insight of Lisa-Marie McKechnie, a specialist financial services lawyer with Mills Oakley.

Key topics include:

  • Superannuation death benefits and the Trustee decision making process
  • Dealing with the financial and medical matters of an acquaintance
  • Instructing how estate assets are distributed and to whom

Upon completion of this training workshop participants will be able to:

  • Describe the impact of beneficiary nominations on the distribution of death benefits 
  • Summarise the rules regarding payment of superannuation death benefits
  • Explain the benefits of having a properly constructed and up to date will
  • Outline the purpose of an enduring power of attorney
  • Discuss the issues that may arise when estate planning requirements are not in place

Who should register?

This workshop is designed for a wide range of participants working in the superannuation industry.

Delivery methodFacilitated
AIST CPD Hours3 hours

Member $560.00
Non-Member $680.00

Date/sLocationTime registration

2018 Dates

27 September Sydney 9:00am - 12:00pm Registration closed

For more information please call AIST on (03) 8677 3800 or email: info@aist.asn.au

This course is also available to in-house groups with a minimum 8 people. If you wish to conduct an in-house session within your office please contact AIST to arrange a suitable time on (03) 8677 3800 or training@aist.asn.au

Please note: To ensure we are able to meet your dietary needs, please let us know via training@aist.asn.au at least 48 business hours prior to the event. Unfortunately, we are unable to cater to special requirements after this timeframe.