shopping_cart

Your shopping cart is empty

Dying for super paper

Published on 15 Oct 10 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • who is eligible to receive a death benefit?
  • the operation of binding death benefit nominations and wills
  • what special issues arise where there are reversionary beneficiaries?
  • how is trusteeship for SMSFs affected when a member dies?

Author profile

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne is a founding Partner and Practice Leader at DMAW Lawyers in South Australia and has particular expertise in the financial services and superannuation industry having specialised in all aspects of superannuation law since she began practising over 25 years ago. She is the principal adviser to many large APRA-regulated and public sector superannuation funds and her practice is also involved in working with accountants, advisers and high net worth individuals in the area of self-managed superannuation funds, particularly in complex areas. - Current at 29 May 2017
Click here to expand/collapse more articles by Suzanne MACKENZIE.

 

This was presented at 2010 Tasmanian State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions







Further details about this event:

 

Copyright Statement
click to expand/collapse