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.
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne.
- Current at
30 June 2015
Chris heads the Superannuation & Financial Services practice at Maurice Blackburn
Commercial. His expertise is in the areas of superannuation, estate planning, tax structuring and trusts. He has practised for more than eighteen years in these key areas. Chris advises a range of participants in the superannuation and financial services industry, including accountants, financial advisers, superannuation fund trustees, SMEs and high net-worth clients.
- Current at
18 August 2010