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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

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

This was presented at Practical Issues for Succession Planning .

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