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Estate planning & superannuation paper

Member Price: $55.00

Non Member Price: $71.01

Publication date: 24 Sep 08

Abstract:
Corporate Club Series

This paper covers:

  • the role of super in estate planning
  • tax implications for super on death
  • binding death benefit nominations
  • pre-death strategies
  • deductions available for insurance and contributions tax refund.

Author profile:

Author Photo - Jemma Sanderson ATIA
Jemma Sanderson ATIA
Jemma Sanderson, ATIA, Cooper Partners Financial Services Jemma Sanderson is a Principal of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups. Jemma has over eleven years experience in developing complex strategies for high net worth clients. Jemma has a Bachelor of Commerce from UWA and is a Certified Financial Planner and a Specialist Member of the Self-Managed Superannuations Professionals Association of Australia (SPAA). Jemma is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia, and has presented The Tax Institute's Superannuation Roadshows for the last five years. Jemma is also the author of the popular SMSF Guide, currently in its 3rd edition, published by The Tax Institute.
Current at 16 April 2012
Click here to expand/collapse more articles by Jemma SANDERSON.
 

 

This was presented at Estate and Succession Planning Intensive.

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Estate planning & superannuation
Author(s):  Jemma SANDERSON

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Testamentary trusts
Author(s):  Bernie O'SULLIVAN

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Family trusts: Successful succession
Author(s):  Bernie O'SULLIVAN

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The business buy sell
Author(s):  Tim PEPPER

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Claims against the estate (warnings for executors)
Author(s):  Craig MCKIE

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Financial agreements
Author(s):  Andrew DAVIES

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