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Superannuation and death paper

Published on 28 Sep 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers superannuation and death including:

  • death benefits
  • taxation of death benefits
  • pre-death strategies.

Author profiles:

Thalia KALABOUKAS
Thalia is a Solicitor with Maurice Blackburn Cashman Commercial, Lawyers. She advises accountants, financial advisers, high net-worth individuals and superannuation fund trustees on superannuation, financial services disclosure, estate planning, trust and taxation issues affecting superannuation and worker entitlement funds.
Current at 28 November 2006 Current at 11 February 2013 Click here to expand/collapse more articles by Thalia KALABOUKAS.
 
Chris KETSAKIDIS
Current at 22 February 2011 Click here to expand/collapse more articles by Chris KETSAKIDIS.

 

This was presented at Succession Planning Masterclass .

Get a 20% discount when you buy all the items from this event.

Individual sessions


Passing control of family trusts - A discussion

Author(s):  Graeme HALPERIN

Materials from this session:



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