Published on 15 Aug 08
by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- how are death benefits taxed?
- pension or lump sum?
- binding vs non-binding nominations
- superannuation disputes
- pre-death strategies.
Kim is a Technical Services Manager with ITC Limited. She has over 20 years in the funds management and financial planning industries, encompassing roles in company accounting, product design and technical analysis and strategy.
- Current at
18 August 2009