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Superannuation and estate planning (Part 1) - your super may live on even if you don't/(Part 2) Death may not always be a detriment (except for you)

Published on 20 Nov 01 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Part One of this powerpoint presentation discusses superannuation and estate planning, with a focus on self-managed superannuation funds and estate planning, tax effective ways of combining superannuation with estate planning, superannuation death benefits as part of estate planning, binding death benefit nominations, tax implication of death. Part 2 discusses options for death benefits, tax implications of 'death' benefit pensions, death benefits and children under 18 years, pensions for beneficiaries arising from death, who can be nominated to receive a death benefit from a retirement income stream?

Author profile:

Andrew Skinner

Andrew is the Principal of Andrew Skinner & Associates. He holds a Bachelor and Masters of Economics and is currently completing a Masters of Taxation. He is a fellow of the Tax Institute, and a member of Superannuation Australia and of the Taxpayers Association of Australia.
Current at 20 September 2005 Click here to expand/collapse more articles by Andrew SKINNER.
 

This was presented at All You Need To Know About Estate Planning.

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Individual sessions

Introductory estate planning

Author(s):  Peter HOGAN

Materials from this session:




Principles of estate planning

Author(s):  Andrew FRANKLAND

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