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Planning for superannuation benefits in retirement and death

Published on 14 Feb 02 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Family and business superannuation, retirement, succession and asset protection issues are of ever increasing interest and importance to clients. This seminar will focus specifically on: various superannuation, retirement planning and succession issues, strategies to be adopted in the establishment and maintenance of intervivos and testamentary discretionary trusts for the purposes of the retention of wealth and the smooth transition of assets from one generation to the next, various taxation issues concerning testamentary trusts, deceased estates and superannuation benefits on death.

Author profile:

Robert Jeremiah CTA
Rob is a principal of Sladen Legal. He is a Chartered Tax Adviser accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on a number of technical committees related to taxation and superannuation including the Tax Law Specialisation Advisory Committee of the Law Institute of Victoria and Superannuation Industry Relationship Network of the ATO and is a member of the board and technical committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as trusts, superannuation and tax. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. Current at 16 November 2015 Click here to expand/collapse more articles by Rob JEREMIAH.
 
Individual sessions

Further details about this event:

 

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