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Super death benefits paper

Published on 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • super splitting - divorce
  • how do members control who will receive a benefit on their death?
  • how do members determine who is entitled to receive a benefit on their death?
  • what are the ways in which these death benefits can be paid and how does this benefit different categories of beneficiaries?
  • how do we tie superannuation and estate and succession planning together for the benefit of the client?

Author profile:

Lyn FORMICA
Current at 28 June 2011 Click here to expand/collapse more articles by Lyn FORMICA.
 

 

This was presented at Estate Planning: Private Client Issues .

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Individual sessions

Restructuring the family group for an estate plan

Author(s):  Mark WEST

Materials from this session:



Family provision applications

Author(s):  John DE GROOT

Materials from this session:


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