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Pensions in Self Managed Superannuation Funds & Estate Planning convention paper
Published on 02 Apr 04 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This paper covers the main rules affecting benefit and estate planning issues for clients, including:
- the pension benefit - complying, allocated, flexi and other pensions, including commutation
- pre planning for pensions
- recent changes to pension rules
- binding nominations and family law risks.
Author profiles
Daniel Butler CTA

John Sudano
John is a Senior Associate with Maurice Blackburn Cashman Commercial, Lawyers. He has had extensive experience in advising clients on superannuation, taxation, financial services disclosure, estate planning and trust related matters. John has written a number of articles for the Taxation in Australia Journal, CCH Super News and has presented a number of seminars covering the areas of superannuation, estate planning, and taxation law. John, together with Chris Ketsakidis, are the contributing authors of the superannuation chapters of the Australian Tax Handbook. - Current at 24 January 2007
This was presented at 18TH NATIONAL CONVENTION: FOUNDATIONS FOR THE FUTURE .
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Current Tax Foundations - Moving Targets
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Stamp Duty - Cross Jurisdictional Issues
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Superannuation - An Update
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This Capitalisation/Cross Border Financing
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Winding up a Company
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Foreign Exchange Gains and Losses
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Vesting of a Trust
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Dissolving a Partnership
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Tax Management of the Client Investment Portfolio
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Pensions and Benefits - Estate Planning
Author(s): Daniel BUTLER, John SUDANOMaterials from this session:
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Transfer Pricing: Recent Developments
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Developments in the Taxation of Trusts and Beneficiaries
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A Broader Look at Hedge Funds
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Tax Strategies & Superannuation Investments
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Your Client, the Property Investor/Developer
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