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Superannuation in estate planning presentation


This presentation covers:

  • eligible recipients of superannuation death benefits
  • superannuation versus tax-dependant
  • taxation of death benefits
  • superannuation proceeds trust
  • SMSF death benefit nominations
  • reversionary pensions
  • succession planning on incapacity and death.

Author profiles:

Simon Conolly
Simon is Manager Strategic Advice at Perpetual Private. Current at 24 April 2014 Click here to expand/collapse more articles by Simon Conolly.
Chris Balalovski CTA
Chris is Executive Director of Private Client Services at EY in Sydney. Chris has extensive experience in providing integrated solutions to the needs of high net wealth individuals and business owners in respect to superannuation (including SMSFs), estate planning, asset protection and taxation. His expertise also includes income tax, GST, FBT, stamp duty, land tax and international tax. Particular industry specialisations include financial services, medical, legal and property development. Chris is also the Chairman of the Self-managed Independent Superannuation Funds Association and is a member of The Tax Institute's Estate Planning Committee. Current at 19 September 2016 Click here to expand/collapse more articles by Chris BALALOVSKI.

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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