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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:

Daniel BUTLER

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This was presented at Pensions & Retirement Planning .

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

Author(s):  Daniel BUTLER

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