Skip to main content
shopping_cart

Your shopping cart is empty

Superannuation and estate planning paper

Published on 25 Nov 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • pre-death strategies
  • interaction with wills
  • SIS payment standards on death
  • superannuation interests / segregation of assets
  • death benefit nominations / pension contracts
  • challenges to nominations / decisions of the trustee
  • control of a SMSF on death
  • issues with blended families.

Author profiles:

Charalambous Patsias CTA
Harry Patsias is a Partner at Wallmans Lawyers providing specialist tax, superannuation and commercial advice. His areas of expertise include federal and state taxes, superannuation compliance and commercial and trust law. Harry is experienced in managing and resolving contentious issues with federal and state taxation authorities, including pre-audit risk reviews and taxpayer representation during comprehensive reviews, audits, mediation of taxation disputes and appeals. Current at 16 August 2016 Click here to expand/collapse more articles by Harry PATSIAS.
 
Neil Oakes CTA
Neil Oakes is a Tax Director at Perks Chartered Accountants and holds a Masters Degree in Tax Law from UNSW (Atax). Neil currently heads up the Technical Tax Consulting division within Perks. He specialises in providing commercially focused tax advice to a wide range of small, medium and large businesses. Neil’s areas of specialisation include Division 7A, corporate restructuring and small business CGT concessions. Current at 17 August 2016 Click here to expand/collapse more articles by Neil OAKES.
Individual sessions

Further details about this event:

 

Copyright Statement