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At death - What are the tax issues? paper

Published on 19 Feb 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • what, if any, are your exposures?
  • what should be assessed to the estate?
  • what is included to the beneficiaries?
  • can you control a family trust after your death?
  • what are the tax benefits of a testamentary trust?
  • superannuation balances on death.

Author profile:

Neil WICKENDEN
Current at 01 May 2013 Click here to expand/collapse more articles by Neil WICKENDEN.
 

This was presented at Death, Divorce and Taxes: Protecting the Family Jewels .

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