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Planning for superannuation benefits in retirement and death

Publication date: 14 Feb 02

Source: WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Abstract:
Family and business superannuation, retirement, succession and asset protection issues are of ever increasing interest and importance to clients. This seminar will focus specifically on: various superannuation, retirement planning and succession issues, strategies to be adopted in the establishment and maintenance of intervivos and testamentary discretionary trusts for the purposes of the retention of wealth and the smooth transition of assets from one generation to the next, various taxation issues concerning testamentary trusts, deceased estates and superannuation benefits on death.

Author profile:

Robert Jeremiah FTIA
Rob is an accredited specialist in both tax law and business law and is a member of the NTLG Superannuation Technical Sub-group. Rob’s principal areas of practice are business structuring, taxation advice, superannuation advice, business succession, family succession, trusts and business and commercial transaction advice.
Current at 13 September 2011
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Planning for superannuation benefits in retirement and death
Author(s):  Rob JEREMIAH