shopping_cart

Your shopping cart is empty

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.

Author profile

Stephen Heath CTA
Photo of author, Stephen HEATH Steve is a Partner in the Taxation & Revenue section of Wallmans Lawyers with his principal practice areas being superannuation and tax. He also works on general commercial matters with a focus on tax planning, business structuring and insurance. Steve is a member of The Tax Institute’s State Council and National Council. - Current at 22 May 2017
Click here to expand/collapse more articles by Stephen HEATH.

 

This was presented at 3rd Annual Estate & Business Succession Planning Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

The Estate Planning Process - Timeline

Author(s):  Richard NEAL

Materials from this session:



Further details about this event:

 

Copyright Statement
click to expand/collapse