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Superannuation and Estate Planning seminar paper

Published on 19 Aug 04 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Topics covered in this seminar paper include:
- the role of superannuation in estate planning
- contribution strategies
- complying pensions and allocated pensions
- commutation of pensions
- tax implications on death for the superannuation fund - deductions available for insurance, contributions tax refund.

This paper is an updated version of a paper presented by Stephen Heath at the 3rd Annual Estate & Business Succession Planning Intensive held in Sydney on 22 October 2003. This paper was also presented by Bernie O'Sullivan at the 5th Annual Estate & Business Succession Planning Intensive held in Sydney on 19 November 2004.

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Author Photo - Stephen HEATH
Stephen HEATH
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This was presented at 3rd Annual Estate & Business Succession Planning Intensive .

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Individual sessions

The Estate Planning Process - Timeline

Author(s):  Richard NEAL

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