Published on 16 Apr 12
by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- defined benefit and accumulation
- types of funds
- the main players
- super and lawyers
- examples of legal advice.
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning.Current at 23 September 2015
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