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Estate planning presentation


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.

Author profile:

Bernard O'Sullivan CTA
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 July 2016 Click here to expand/collapse more articles by Bernie O'SULLIVAN.

This was presented at 46th Victorian State Convention: Feast of Delicacies.

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

Individual sessions

Innovative capital raisings

Author(s):  Paul ABBEY

Materials from this session:

Corporate distributions and capital management issues

Author(s):  Tim NEILSON

Materials from this session:

The Commissioner's Role in Interpreting Tax Law and Emerging Issues for Advisers

Author(s):  Jennifer BATROUNEY

Materials from this session:

Defending the trust ramparts

Author(s):  Graeme HALPERIN

Materials from this session:

Further details about this event:


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