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Planning for Superannuation Benefits in Retirement and Death

Published on 14 Feb 2002 | Took place at City West Function Centre, Perth, WA

This seminar provides a guide to superannuation benefits in retirement and death.

Individual sessions

Planning for superannuation benefits in retirement and death

Author(s):  Rob JEREMIAH Family and business superannuation, retirement, succession and asset protection issues are of ever increasing interest and importance to clients. This seminar will focus specifically on: various superannuation, retirement planning and succession issues, strategies to be adopted in the establishment and maintenance of intervivos and testamentary discretionary trusts for the purposes of the retention of wealth and the smooth transition of assets from one generation to the next, various taxation issues concerning testamentary trusts, deceased estates and superannuation benefits on death.

Materials from this session: