Published on 10 Sep 04
by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper gives you practical and technical guidance relating to commonly misunderstood superannuation issues and
recent key changes in superannuation laws including:
- section 279B and 279D - insurance deductions and the anti-detriment provisions explained
- understanding the new pension rules
- recent changes affecting reserving strategies
- binding death benefit nominations - how far can you go?
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
26 September 2017