In this session, Vik Sundar examines the intersection between superannuation, succession and taxes and specifically:
- Considerations when advising clients on the passing of their superannuation on death;
- Reversionary pensions and binding death benefit nominations;
- The application of death benefit taxes and strategies that can be incorporated to minimise their application;
- The transfer balance cap and considerations on the passing of superannuation between spouses; and
- Proposed changes to superannuation.
VIK SUNDAR
MANAGING DIRECTOR
CLEAR LAW
With over 15 years experience as an estate planning and superannuation lawyer, Vik Sundar is the Managing Director of Clear Law, a boutique firm specialising in commercial law, tax, superannuation and estate planning, with offices in Canberra, Sydney, and Melbourne.
Vik is the author of four textbooks on estate planning, superannuation and tax, with his latest textbook, ‘Testamentary Trusts: Strategies and Precedents (4th edition)’, published by Lexis Nexis in 2024 containing dedicated chapters on super and tax.
Vik has a Bachelor of Commerce (UoW), Juris Doctor (ANU), Graduate Diploma in Legal Practice (ANU) and a Masters of Tax Law (USyd) and is the current President of the ACT Law Society.
DETAILS
- This is an on-demand webinar you can watch at anytime - a link and password will be sent to you when you register
- Cost: Members - $50, Non-members $70
- CPD: Members will earn 1 CPD point in core area 4
- This event was recorded on Wednesday 22 October 2025
- This recording will expire on 31 December 2025
Registration
| Member | $50.00(GST incl.) | Register |
| Non-Member | $70.00(GST incl.) | Register |
