Published on 28 Feb 06
by VICTORIAN DIVISION, THE TAX INSTITUTE
Topics covered in this presentation include:
- estate planning combining the Will and super
- do you make the pension reversionary in the first place?
- the pension exemption - restrictions relating to death
- binding death benefit nominations and pensions
- what is the strategy on death - lump sum vs. pension?
- limits with market linked pension on reversion.