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Estate planning paper

Published on 12 Oct 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper examines some of the important issues that individuals need to be aware of when:

  • making a 'testamentary trust' will
  • deciding how to deal with their superannuation benefits immediately prior to death
  • making binding superannuation death benefit nominations.

Author profile:

Bernie O'SULLIVAN

Click here to expand/collapse more articles by Bernie O'SULLIVAN.
 

This was presented at 46th Victorian State Convention: Feast of Delicacies .

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

Individual sessions

Innovative capital raisings

Author(s):  Paul ABBEY

Materials from this session:



Corporate distributions and capital management issues

Author(s):  Tim NEILSON

Materials from this session:












The Commissioner's Role in Interpreting Tax Law and Emerging Issues for Advisers

Author(s):  Jennifer BATROUNEY

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Defending the trust ramparts

Author(s):  Graeme HALPERIN

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