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Superannuation and estate planning strategies paper

Published on 11 May 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper looks at:

  • tax effective super payments on death
  • succession to the SMSF and minimising disputes
  • anti-detriment deductions under 279D and providing a gross up on death
  • dealing with excess benefits.

Author profile:

Author Photo - Daniel BUTLER
Daniel BUTLER
Current at 15 June 2011 Click here to expand/collapse more articles by Daniel BUTLER.
 

 

This was presented at Death & Taxes .

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Individual sessions

Succession planning: prevention is better than cure

Author(s):  Bernie O'SULLIVAN

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Claims against wills

Author(s):  Richard BOADEN

Materials from this session:



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