shopping_cart

Your shopping cart is empty

Estate planning and pensions - start with the end in mind! presentation

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.

Author profile:

Author Photo - Daniel BUTLER
Daniel BUTLER
Dan is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the ATO’s Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute’s National Superannuation Committee, a member of the Law Institute of Victoria’s Tax Committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a CTA and a Specialist SMSF Advisor. Current at 11 April 2017 Click here to expand/collapse more articles by Daniel BUTLER.
 

 

This was presented at Pensions & Retirement Planning .

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

Individual sessions

Estate planning and pensions - start with the end in mind!

Author(s):  Daniel BUTLER

Materials from this session:


Further details about this event:

 

Copyright Statement
click to expand/collapse