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In superannuation and estate planning even the best laid plans can go astray paper
Published on 06 Aug 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- superannuation death benefits
- binding death benefit nominations
- disputing bindings death benefit nominations
- avoiding disputes.
Author profile
Lisa Oddo
Lisa is a Solicitor at N.Panos & Associates, a boutique law firm specialising in tax, superannuation, commercial law, and estate and business succession planning matters. Lisa has provided clients with superannuation and estate planning advice including representing clients in family provision claims. - Current at 28 June 2016
This was presented at NSW 11th Annual Estate & Business Succession Planning .
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Exiting a private corporate structure
Author(s): Kelvin FITZALAN, Ryan SmithMaterials from this session:
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SMSF estate planning
Author(s): Craig DAYMaterials from this session:
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“Notions, potions and other magic charms” – Notional estate and family provision
Author(s): Therese CATANZARITIMaterials from this session:
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Exit of minority shareholders
Author(s): Christelle SantelliMaterials from this session:
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In superannuation and estate planning even the best laid plans can go astray
Author(s): Lisa ODDOMaterials from this session:
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If you have assets or entities offshore – How certain can you be that they will pass intact to the next generation?
Author(s): Ken SCHURGOTTMaterials from this session:
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