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  • In superannuation and estate planning even the best laid plans can go astray paper

In superannuation and estate planning even the best laid plans can go astray paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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
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This was presented at NSW 11th Annual Estate & Business Succession Planning .

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

Individual sessions

Exiting a private corporate structure

Author(s):  Kelvin FITZALAN,  Ryan Smith

Materials from this session:

SMSF estate planning

Author(s):  Craig DAY

Materials from this session:

“Notions, potions and other magic charms” – Notional estate and family provision

Author(s):  Therese CATANZARITI

Materials from this session:

Exit of minority shareholders

Author(s):  Christelle Santelli

Materials from this session:

In superannuation and estate planning even the best laid plans can go astray

Author(s):  Lisa ODDO

Materials from this session:

If you have assets or entities offshore – How certain can you be that they will pass intact to the next generation?

Author(s):  Ken SCHURGOTT

Materials from this session:

Further details about this event:

 

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