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.
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
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