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Business Succession, Death and Superannuation seminar paper

Published on 09 Jun 04 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Issues covered in this paper include:
- 15 year exemption
- CGT exempt amounts
- what happens to super on death?
- death benefit ETPs and RBLs
- death during accumulation phase/during pension phase
- who are dependants?
- the use of binding death benefit nominations
- payments to deceased estates.

Author profile

Kerri Reynolds CTA
Kerri has over 20 years of tax and SMSF experience gained with her work for the firm in Australia. Kerri has a broad range of in depth experience including both compliance and strategy for SMSFs, tax advisory and business consulting services to small to medium enterprises (SMEs) and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation. Kerri is one of the leaders of KPMGs SMSF practice nationally which involves ensuring that our SMSF services are provided to our clients on an efficient and timely basis. Kerri is also heavily involved in the SMSF and taxation industry locally, including being a member of the SA Local Community for the SMSF Association and presenting regularly to professional associations on SMSF topics. - Current at 30 August 2017
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This was presented at Superannuation Intensive .

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