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Pension and Benefits - Estate Planning presentation

Published on 02 Apr 04 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This presentation 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 profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Dan is recognised as one of Australia’s leading SMSF lawyers complemented by his taxation and commercial expertise. He has worked predominantly in the fields of tax and superannuation over the past 30 years, is a qualified Chartered Tax Adviser, Chartered Accountant and has an MBA from the University of Melbourne. Dan is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Dan regularly presents for the major professional bodies including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network. Dan is a member of the ATO’s Superannuation Industry Relationship Network, the Chair of The Tax Institute’s National Superannuation Committee and is a member of the Law Institute of Victoria’s Tax Committee and is involved with a number of other tax and SMSF committees. Dan presents on the subject of Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor™. - Current at 06 December 2017
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This was presented at 18TH NATIONAL CONVENTION: FOUNDATIONS FOR THE FUTURE .

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

Individual sessions







Winding up a Company

Author(s):  Allan W BLAIKIE

Materials from this session:



Dissolving a Partnership

Author(s):  David W MARKS

Materials from this session:




Developments in the Taxation of Trusts and Beneficiaries

Author(s):  Terry MURPHY

Materials from this session:





SMEs Going Offshore - Chart Your Course

Author(s):  Ross SELLER

Materials from this session:

Further details about this event:

 

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