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Superannuation in estate planning paper

Published on 22 May 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • eligible recipients of superannuation death benefits
  • taxation of death benefits
  • superannuation proceeds trust
  • death benefit nominations.

Author profiles

Simon Conolly
Simon is Manager Strategic Advice at Perpetual Private. - Current at 24 April 2014
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Chris Balalovski CTA
Chris Balalovski, CTA, has over 26 years of experience developing strategies for clients with complex legal, tax and commercial needs. Chris focuses on providing his clients with the competitive advantage they need to succeed in local and international business. As a Partner for Business Services at BDO Sydney, Chris specialises in the high net worth individual and superannuation advisory market. - Current at 18 June 2018
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This was presented at NSW 7th Annual Tax Forum .

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

Individual sessions













When the ATO comes knocking…

Author(s):  Lyndall CROMPTON,  Craig JACKSON

Materials from this session:





ATO SMSF update

Author(s):  Matthew Bambrick

Materials from this session:

The superannuation/SMSF licensing regime panel session

Author(s):  Nidal DANOUN

Materials from this session:




GST update

Author(s):  Jonathan Ackerman

Materials from this session:




Employee share schemes and incentives for private companies and start ups

Author(s):  Louise BOYCE

Materials from this session:

Aspects of the BEPS action plan

Author(s):  Mark KONZA

Materials from this session:

Independent review

Author(s):  Deborah HASTINGS

Materials from this session:




Avoiding the testamentary trust for better options

Author(s):  Peter BOBBIN

Materials from this session:


Independent review - The taxpayers perspective

Author(s):  Chris KINSELLA

Materials from this session:





Commissioner's address

Author(s):  Chris JORDAN

Materials from this session:

Further details about this event:

 

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