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Effective strategies for using superannuation in succession planning presentation

Published on 21 Oct 06 by TASMANIAN DIVISION, THE TAX INSTITUTE

Australia has billions of dollars invested in superannuation funds. Outside of the family home, superannuation may be a person’s largest asset. Knowing and utilising effective strategies for superannuation in succession planning is a must for all advisors. This presentation covers the following:

  • when to establish self managed funds
  • introducing new members into self managed funds
  • retaining funds within a superannuation environment post death
  • planning for efficient taxation of death benefits
  • use of binding death benefit nominations
  • non binding death nominations - where does the trustee stand?
  • super splitting its relevance going forward.

Author profile:

Julian Battistella
Julian is a Senior Financial Planner with Wilson HTM Investment Group. Julian specialises in advising pre-retirees to ensure their financial affairs are structured in the optimum manner as they approach retirement and beyond. Julian places particular emphasis on tax effectiveness, Self Managed Super and comprehensive estate planning. Julian is an incumbent member of the NAB National Advisory Board, and until recently spent five years as Chair of CFP 1 • Professional Ethics and Compliance. Current at 22 September 2006
 

This was presented at Tasmanian State Convention.

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

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Effective strategies for using superannuation in succession planning

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