Published on 18 Sep 09
by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- how are death benefits taxed?
- pension or lump sum?
- commutations and reversionary pensions
- binding vs non binding nominations
- pre-death strategies.
Kim is a Technical Services Manager with ITC Limited. She has over 20 years in the funds management and financial planning industries, encompassing roles in company accounting, product design and technical analysis and strategy.
- Current at
18 August 2009