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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 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 28 June 2016
Click here to expand/collapse more articles by Lisa ODDO.
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 SmithMaterials from this session:
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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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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.
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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- insert_chart
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.
shopping_cart Add all items to cart - $72.00
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.
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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insert_drive_file
- insert_chart
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.
shopping_cart Add all items to cart - $72.00
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.
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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insert_drive_file
- insert_chart
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.
shopping_cart Add all items to cart - $72.00
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.
Further details about this event:
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