The ultimate super update series for busy professionals

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.

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.

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