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REPLAY: Death & Taxes - Superannuation Death Benefit Payments

Nathan Yii
Nathan Yii
•55 minutes Total CPD
REPLAY: Death & Taxes - Superannuation Death Benefit Payments

Videos 16

1. Introduction and Agenda - Death & Taxes Pt 2
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1. Introduction and Agenda - Death & Taxes Pt 2 • about 3 years ago
2. Case Study - Common Scenario
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2. Case Study - Common Scenario • about 3 years ago
3.1 Compulsory cashing requirement - "as soon as practicable"
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3.1 Compulsory cashing requirement - "as soon as practicable" • about 3 years ago
3.2 Eligible recipients
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3.2 Eligible recipients • about 3 years ago
3.3 Form and manner of payments
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3.3 Form and manner of payments • about 3 years ago
3.4 Tax consequences
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3.4 Tax consequences • about 3 years ago
4. Binding death benefit nominations - introduction
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4. Binding death benefit nominations - introduction • about 3 years ago
4.1 Issues to consider
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4.1 Issues to consider • about 3 years ago
4.2 Can non-legal practitioners do binding death benefit nominations?
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4.2 Can non-legal practitioners do binding death benefit nominations? • about 3 years ago
5. Hill v Zuda case
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5. Hill v Zuda case • about 3 years ago
6. Trustees and exercising discretion - introduction
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6. Trustees and exercising discretion - introduction • about 3 years ago
7. Katz v Grossman case
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7. Katz v Grossman case • about 3 years ago
8. Wareham v Marsella case
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8. Wareham v Marsella case • about 3 years ago
9. Principles of "good faith"
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9. Principles of "good faith" • about 3 years ago
10. Key takeaways from Wareham v Marsella
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10. Key takeaways from Wareham v Marsella • about 3 years ago
11. Conclusion - Death & Taxes Pt 2
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11. Conclusion - Death & Taxes Pt 2 • about 3 years ago