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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 Balaovski, CTA, has a career spanning more than 32 years and provides complex commercial as well as legal advice to a broad spectrum of high net wealth individuals and their associated entities. As a taxation and Superannuation law specialist, Chris provides high-level accounting and taxation compliance services as well as strategic legal and commercial advice on matters including acquisition, holding and disposal of various assets, derivation of income and incurring of expenses. Chris is the Chairman of the Self-Managed Independent Superannuation Funds Association. Responsible for representing the interests of self-managed superannuation funds to Government and authorities within the superannuation industry. - Current at 05 April 2019
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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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