Skip to main content
shopping_cart

Your shopping cart is empty

Estate planning timebombs paper

Published on 21 Aug 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Do you know what it takes to avoid an estate planning disaster? Can you save your clients from unnecessary tax bills? How many “sleeping” estate planning issues are sitting on your clients’ files and what should you be doing?

Your “timebombs” include:

  • structuring pensions – the latest ATO ruling
  • do you need a testamentary trust as well?
  • passing on control of a SMSF
  • lump sum, recontribution or death benefit pension?

Author profile:

Chris BALALOVSKI

Click here to expand/collapse more articles by Chris BALALOVSKI.
 

This was presented at Hands On Super - A Practical Guide For You And Your Practice .

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

Individual sessions

Great deeds - The SMSF deed health check

Author(s):  Scott HAY-BARTLEM

Materials from this session:



Super on termination of employment

Author(s):  Chris WYETH

Materials from this session:



Further details about this event:

 

Copyright Statement