Skip to main content
shopping_cart

Your shopping cart is empty

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 PARKER
Kerri is a senior manager at KPMG with a focus on funds management and superannuation. She manages the self managed superannuation fund business in the Adelaide office and advises clients on all taxation and compliance matters in relation to superannuation. Kerri also provides taxation and business advice to clients ranging from large businesses to individuals and is the current editor of KPMG's national superannuation publication 'Talking Super'.
Current at 8 August 2007 Current at 11 August 2007 Click here to expand/collapse more articles by Kerri PARKER.
 

 

This was presented at Superannuation Intensive .

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

Individual sessions





Further details about this event:

 

Copyright Statement
click to expand/collapse