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Superannuation as an Estate Planning and Financial Planning Vehicle seminar paper

Published on 19 Aug 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This seminar paper covers topics including:
- Issues to consider on the Death of a Member
- Payment of Death Benefits
- Insurance in Superannuation Funds
- Tax Consequences of Death Benefit Payments
- Binding Nominations.

This paper was also presented by Kim Bailey at the Estate Planning seminar in Perth on 24 October 2003.

Author profile:

Scott Hay-Bartlem CTA
Scott is a Partner with Brisbane law firm Cooper Grace Ward. Scott and his team specialise in assisting accountants, financial planners, lawyers and other advisers with issues that affect their clients. These include tax and superannuation advice, estate planning, business succession and asset protection, restructuring, business sales and purchases, company, trust and superannuation fund establishment and commercial documentation. Current at 12 April 2016 Click here to expand/collapse more articles by Scott HAY-BARTLEM.
 

This was presented at Estate Planning.

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