Estate Planning Essentials 2025: Death & the Aftermath

Unpack various tax implications that could occur on death, including capital gains tax and super death benefit payments, along with the importance of getting a will and powers of attorney organised.

In this session, we cover:

• Tax Implications on death

  • CGT implications

    • Deemed Disposal and Rollover

  • Income tax implications

  • Superannuation death benefits

    • Lumpsum payments

    • Pension payments

• Wills, testamentary trusts & powers of attorney

  • What is a will?

    • Common clauses in wills

  • Testamentary trusts

    • Income splitting

    • Distributions to minors

    • Asset protection

  • Powers of attorney (POA)

Date recorded: 7 October 2025