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Superannuation and estate planning - benefits

Published on 15 Oct 02 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This seminar paper deals with strategies for dealing with superannuation benefits, benefits in the accrual stage, benefits in the pension phase, reversionary and other pensions, the special case of minors, what to do with excessive benefits, and hidden tax dangers in death benefits.

Author profile

Mark Wilkinson CTA
Mark is a Private Wealth and Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and financial planning advice for over 30 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth en-route to retirement. He advises on the full range of wealth related matters including SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues - Current at 29 March 2021
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This was presented at Death and Taxes - The Only Two Certainties .

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Individual sessions

Estate planning essentials

Author(s):  Chris TSOVOLOS

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