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Role of superannuation in estate planning paper

Published on 09 Oct 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • tax on superannuation death benefits
  • strategies to reduce tax paid by non-dependants
  • the impact of TR 2011/D3
  • binding Death Benefit Nominations and reversionary pensions
  • the impact of death on trusteeship of an SMSF.

Author profile:

Neal DALLAS
Neal Dallas FTIA, is a Special Counsel in the Business & Revenue group of McCullough Robertson. He has extensive experience in taxation, business structuring and estate planning. He advises trustees of various types of trust on taxation, structuring and succession issues. Neal advises on the establishment and acquisition of business and investment entities and on business taxation issues. He also advises the superannuation industry, including corporate, industry and self-managed superannuation fund trustees. Apart from advising business entities, Neal also advises many individuals on estate planning, succession planning, family trust arrangements, life insurance issues and asset protection.
Current at 19 February 2009
Click here to expand/collapse more articles by Neal DALLAS.
 

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