Published on 24 Oct 06
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Topics covered in this paper include:
- incorporating estate planning and the superannuation fund
- the payment of superannuation death benefits up to 1 July 2007
- what changes occur to the payment of death benefits post 30 June 2007
- is a superannuation fund an appropriate place to hold life insurance?
- do you know for certain how and to whom death benefits will be paid in the event of a fund member's death?
Mark Wilkinson FTIA joined PKF in 1989 and in 1991 became designated specialist in superannuation consulting to all firm clients – advising on retirement benefit strategies, designing superannuation audit programs and attending to compliance issues in relation to the firms’ superannuation
Current at 28 May 2008 Current at 26 June 2008
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