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Doomsday preparation: Super and estate planning paper

Published on 30 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Super and estate planning continues to be a hot topic as there are so many variables. Planning ahead is key. This paper takes you through the most common tips and traps that can occur:

  • How wills interacts with super
  • Who can receive super death benefits and the tax effects
  • Reversionary pensions
  • Trusteeship
  • Binding death benefit nominations
  • Insurances within or outside super.

Author profile:

Jennie LYNN
Current at 22 June 2009 Click here to expand/collapse more articles by Jennie LYNN.
 

 

This was presented at 10th Annual Superannuation Intensive .

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

Individual sessions





Tax and SMSF compliance issues: An ATO perspective

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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