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Estate planning for self managed superannuation funds paper

Published on 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • superannuation death benefits
  • estate planning strategies.

Author profiles:

Helena Gibson
Helena is a Senior Technical Services Manager with Perpetual Limited. Current at 06 April 2011
 
James Proctor CTA
James is Senior Technical Services Manager in the Superannuation and Investment Solutions group at Perpetual specialising in taxation, superannuation and Centrelink issues. He also lectures in financial planning at the University of Technology, Sydney. James has over 18 years experience in the financial services industry as a technical taxation, superannuation and social security expert, university lecturer and financial planner. Current at 06 April 2011

This was presented at Estate and Business Succession Planning.

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I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

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