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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
Jennie is a Chartered Accountant and Certified Financial Planner at Bentleys. With over 12 years experience in the superannuation and financial advice sector, her vast expertise extends from accounting and auditing to superannuation, wealth creation, retirement and financial planning. Her expertise in selfmanaged superannuation funds enables the creation of strategic opportunities arising out of superannuation, taxation and estate planning legislation. Current at 18 February 2013 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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