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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
Current at 25 June 2009
 

 

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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Further details about this event:

 

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