Date

07 Mar 2024

  • 2:00pm - 3:00pm AEDT

Description

The ultimate super update series for busy professionals who don’t work extensively with SMSF or superannuation clients but do need to be confident in spotting opportunities or concerns to raise with internal teams or clients.

 

Our next webinar - when a client dies, what happens to their super?

If you have clients with super, chances are you have already been asked what happens to their balance when they die. Of course, it will be critical time to bring in the experts. But you can help at a difficult moment with some basic understanding of the options. In our next webinar we’ll cover the top 6 facts to have at your fingertips when it comes to super – who can receive the death benefit? How is it decided? How it can be paid? Are there limits and timeframes? Special issues when it’s the death of a spouse and unique considerations for SMSF members.

 
About this series

Super in 60 is a webinar series for those who don’t work extensively with SMSF or superannuation clients but do need to be confident in spotting opportunities or concerns to raise with internal teams or clients. It’s 1 hour of highlights, rather than the details, delivered every 6 months by the industry’s most highly regarded superannuation experts.

It’s perfect for those working with private clients and small business owners, or even just those who want to make sure their super knowledge is current. It will help you achieve:

  • Consistency across your business  - everyone who attends will have important super knowledge, not just the SMSF experts in your firm,
  • Knowledge that’s relevant for all your clients, not just those with SMSFs, and
  • New opportunities to add value to your clients simply because more people in your firm are equipped to spot issues.

As a valued Actuarial Certificate client, it is completely free to any number of people in your firm as a “thank you” for using our actuarial certificate service. (Normal price is $176 per attendee per webinar.) If you are not an Actuarial Certificate client, click below to purchase a registration.

 

Purchase now Actuarial Certificate Clients

 

By registering for this event you agree to receive communications from any partners we may engage for this event.  If you do not wish to receive these communications please email events@heffron.com.au.

Registering for this event entitles only the registered person to watch the event live or to view the recording. CPD will be provided to registrant only unless a substitute attendee has been agreed more than 24 hours prior to the event. Contact events@heffron.com.au to request any substitute attendee arrangements. Please note that additional fees may be sought should there be unauthorised access to the event, recording or assessment. 

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