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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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Non Member Price: $75.00

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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 CTA

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 30 August 2017

More by Lisa ODDO

Family provisions claims – How to safeguard assets outside your will paper - 02-June-2016
Superannuation and estate planning - SMSF focus paper - 21-May-2015
Superannuation and estate planning - Recent developments paper - 12-March-2015
Limited Recourse Borrowing Arrangements by SMSFs - in practice paper - 27-June-2013
Managing the process of limited recourse borrowing arrangements by SMSFs paper - 25-March-2013
Limited Recourse Borrowing Arrangements by SMSFs - In practice paper - 30-August-2012
Fixed trusts vs non-fixed trusts - Why is the distinction important? paper - 17-May-2012
Member profile: Lisa Oddo - 01-July-2010

Click here to expand/collapse more articles by Lisa ODDO.

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

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Individual sessions

Exiting a private corporate structure

Author(s): Kelvin FITZALAN, Ryan Smith

Materials from this session:

Exiting a private corporate structure paper

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Exiting a private corporate structure presentation

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DisclaimerThese materials are 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.

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SMSF estate planning

Author(s): Craig DAY

Materials from this session:

SMSF succession and estate planning presentation

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

Author(s): Therese CATANZARITI

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

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Notions, potions and magic charms presentation

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Exit of minority shareholders

Author(s): Christelle Santelli

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Exit of minority shareholders presentation

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