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Superannuated beneficiaries presentation

Published on 12 Apr 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

In planning for death, either expected or unexpected,  the aim is to ensure that the person's assets are able to be distributed in accordance with their wishes or intentions. This presentation emphasises the role of superannuation and the importance of ensuring that the amount of the benefits payable from the fund is sufficient to sustain the survivors for the period they would have remained as dependants.  Topics covered include:

  • Tax effective superannuation before death
  • Death Benefits from superannuation
  • Benefit splitting and estate planning opportunities
  • Marriage/de-facto break ups
  • Bankruptcy, super and death
  • Family Provisions Act claims
  • Issues with self-managed superannuation funds and death of a member

Author profile:

Author Photo - Graeme COLLEY
Graeme COLLEY
Current at 15 June 2011 Click here to expand/collapse more articles by Graeme COLLEY.
 

 

This was presented at Planning the estate plan .

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

Individual sessions

Planning for death

Author(s):  Richard NEAL

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