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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:

Neil OAKES
Neil Oakes FTIA is a Chartered Accountant with Perks where he specialises in providing tax consulting advice to a wide range of small, medium & large enterprises. As Senior Manager with the Tax Technical Division, Neil draws on both his general business advisory experience as well as his specialist tax experience to provide clients with commercially focused strategic taxation advice.
Current at 26 May 2008 Current at 07 July 2008 Click here to expand/collapse more articles by Neil OAKES.
 
Harry PATSIAS
Harry is a Senior Associate with Wallmans Lawyers
Current at 7 April 2008 Current at 16 April 2008 Click here to expand/collapse more articles by Harry PATSIAS.

 

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