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Hot issues for succession planning: Superannuation and death paper

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.

Author profile:

Kim Cowie
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 Click here to expand/collapse more articles by Kim COWIE.
 

This was presented at Practical Issues for Succession Planning.

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Individual sessions

Passing control of family trusts

Author(s):  Graeme HALPERIN

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Estate planning for blended families

Author(s):  Bernie O'SULLIVAN

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