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SMSF estate planning paper

Published on 06 Aug 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • SIS death benefit payment rules
  • fund death benefit payment rules
  • death benefit planning.

Author profile:

Craig Day
Craig is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 16 years experience in the financial services industry. As part of the FirstTech team, Craig is responsible for providing specialist technical support to Colonial First State’s investment, superannuation and advice businesses and to act as a media spokesman on superannuation and retirement planning issues. Craig regularly presents at industry conferences and professional development events and is actively involved in providing ongoing specialist adviser education. Craig holds a Bachelor of Science and a Diploma of Financial Planning and is a SPAA SMSF Specialist Adviser. Current at 05 January 2016 Click here to expand/collapse more articles by Craig DAY.
 
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