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Who is financially dependent?

Publication date: 01 Sep 08 | Source: RETIREMENT & ESTATE PLANNING BULLETIN

Issue: Vol 11 No 3 2008

Pages: pp.34-35

A vital question when planning for superannuation and death is : who is financially dependent on the client? Being financially dependent can result in a recipient receiving everything tax free. The authors examine the requirements for establishing financial dependency as well as the planning opportunities for advisers.

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Author profiles

Bryce Figot CTA
Bryce is a Director at leading SMSF law firm DBA Lawyers. He practices predominantly in taxation and superannuation law, particularly the law of SMSFs. He is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. He presents extensively to accountants, financial planners and lawyers Australia-wide. Bryce has worked with DBA Lawyers since 2003. He holds both a bachelor degree and a masters degree in law and is an accredited Specialist SMSF Advisor. - Current at 10 December 2015
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