Superannuation and Estate Planning
Published on 16 Jun 2010
| Took place at Education Development Centre, Hindmarsh
Many clients choose to hold their investments in superannuation due to the significant tax savings available. But what happens when a member dies? Do
the investments continue to enjoy the same tax savings or does this concessional
treatment end? What can be done prior to the members’ death to ensure the best tax outcome when the time comes? This event highlighted the issues
involved and identified planning opportunities for your clients.
This event was part of the 2010 Younger Tax Practitioner Series.
Get a 20% discount when you buy all the items from this event.