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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
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.

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ATO SMSF update

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The superannuation/SMSF licensing regime panel session

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GST update

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Employee share schemes and incentives for private companies and start ups

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Aspects of the BEPS action plan

Author(s):  Mark KONZA

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Independent review

Author(s):  Deborah HASTINGS

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Avoiding the testamentary trust for better options

Author(s):  Peter BOBBIN

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Independent review - The taxpayers perspective

Author(s):  Chris KINSELLA

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Commissioner's address

Author(s):  Chris JORDAN

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Further details about this event:

 

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