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Live Webinars

Live Webinar: Super, Death and the Tax Office: Planning for Better Outcomes

Superannuation is definitely one asset category where proper estate planning can make a significant difference to the tax outcome. This session looks into why, including: A comparison of how superannuation withdrawals are taxed: pre death post death Tips and strateg
PRESENTED BY Peter Azam Senior Lawyer - Moores , Melbourne

Date/Time

Thursday 13 August 2026
Vic, NSW, Qld, ACT, Tas: 11am to 12pm
SA & NT: 10.30am to 11.30am
WA: 9am to 10am

About the Webinar

Superannuation is definitely one asset category where proper estate planning can make a significant difference to the tax outcome. This session looks into why, including:

  • A comparison of how superannuation withdrawals are taxed:
    • pre death
    • post death
  • Tips and strategies to assist with minimizing the impact tax can have on the withdrawals
  • Can power of attorneys make withdrawals to avoid non-dependent death benefit tax applying, and if so, why timing would be so important?
  • Using a re-contribution strategy:
    • How the rules apply for withdrawing and putting back in
    • Is the strategy immune from Part IVA ITAA 1936 applying?
  • Dealing with estate planning tax and duty issues with SMSFs holding lumpy assets, including:
    • business property required to enable continuity of a family business
    • in-specie transfers to the estate
    • death benefit timing requirements
  • How the proposed Division 296 tax could impact on a surviving spouse in receipt of a reversionary pension and tips for planning
  • Practical examples

Presented By

Peter Azam
Senior Lawyer, Moores Melbourne, Vic.

Peter specialises in Estate Planning and Structuring and is an expert in Taxation, assisting clients with complex financial needs.

Peter has extensive experience helping large family groups and connected entities with structuring, restructuring, succession planning and taxation of their complex structures both locally and offshore. This experience helps Peter to provide clients with well-rounded and effective solutions, tailored to their specific circumstances.

Peter is immersed in taxation law both within and outside of Moores. He has a Masters in Taxation Law and teaches Taxation Law in the Masters of Accounting program at a leading business school as adjunct lecturer.

Peter’s approach to helping clients is holistic, leveraging his expertise across various specialist areas including trusts, self-managed superannuation and taxation. By understanding the full picture of each client's financial situation and long-term goals, he provides strategic advice that integrates all aspects of their estate planning needs.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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