Published on 12 Oct 07
by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation 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.
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
05 September 2016