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Reducing de facto death duties presentation
Published on 26 Mar 14 by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers:
- tax free super
- tax on lump sums - death benefits
- taxable & tax-free components
- taxable component - elements
- proportioning rule
- death benefits dependants
- constructing financial dependency
- backdoor pensions & grandchildren
- pre-death payments.
Author profile
Suzanne Mackenzie CTA

This was presented at 29th National Convention .
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