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Superannuation in estate planning presentation

Published on 22 May 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

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
Current at 02 October 2013 Click here to expand/collapse more articles by Simon Conolly.
 
Chris BALALOVSKI
Current at 30 January 2013 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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