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In Business with BDO

In Business with BDO

Author: BDO Australia

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Welcome to In Business with BDO, a show where our professional services’ experts share insights and expertise on the top issues and topics impacting organisations, and finance-related issues affecting individuals in Australia today. Our thought leaders across business, advisory, tax and audit delve into strategy, innovation, regulation, ideas and trends to give you the edge.


Find out more about us at www.bdo.com.au and view our full disclaimer which outlines that the information contained in this podcast is purely factual in nature and does not take into account your personal objectives, financial situation or needs.



See acast.com/privacy for privacy and opt-out information.

2 Episodes
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How do you control what happens to your assets when you die? That’s the big question we’re answering in this episode. As we contend with contemporary asset structures like superannuation, and family groups growing increasingly diverse, in 2020 it takes more than just a Will to get your affairs securely in order. To answer these questions, we have BDO’s National Leader for Superannuation in Australia, Paul Rafton, and BDO Self-Managed Super Fund expert, Shirley Schaefer. With almost 60 years’ experience between them, they’ve seen various super-related scenarios play out thousands of times; and with a lifetime of knowledge, will help you to get your estate and superannuation in order.Covered in this episode:Will vs estate planning - busting the myth that superannuation is included in your WillWhy estate planning is so important in a superannuation environmentWhich SMSF (Self-Managed Super Fund) structures are most appropriate for ensuring control of outcome after deathHow to ensure your nominated beneficiaries receive your superannuation benefitsExploring the income tax consequences of superannuation death benefitsExplaining the 2017 legislative changes to Transfer Balance Cap (TBC), and how it affects youThe differences between retail, industry and SMSFsThe most common traps and problems people face when paying a superannuation death benefit in accordance with the deceased’s wishesHow to ensure that your superannuation death benefit instructions cannot be challenged or changed by a vexatious litigant.Find out more at https://www.bdo.com.au/en-au/podcasts and send any comments or questions to podcast@bdo.com.au.Produced by BDO in Australia and The Podcast Boss. See acast.com/privacy for privacy and opt-out information.
In Business with BDO is a new podcast series where our experts share insights and expertise on the top issues and topics impacting organisations, and finance-related issues affecting individuals. Our thought leaders across business, advisory, tax and audit delve into strategy, innovation, regulation, ideas and trends to give you the edge.Find out more at https://www.bdo.com.au/en-au/podcasts and send any comments or questions to podcast@bdo.com.au.Produced by BDO in Australia and The Podcast Boss.
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