Published on 13 May 05
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper includes practical strategies aimed at helping your clients through the most difficult time in their lives by looking at the three planning stages - building superannuation into the overall estate plan; pre-death planning; and postdeath planning. The paper covers:
- hands on tips for estate planning around superannuation
- practical advice designed to simplify estate administration
- avoiding tax traps when dealing with superannuation death benefits
- proactive strategies for improving tax and financial planning outcomes.
Chris is a Client Adviser at ipac providing financial and investment advice. His practice focuses on retirement planning for senior employees in listed companies, government and the universities as well as exit strategies for SME owners. Chris has extensive practical experience in designing and implementing superannuation strategies and regularly advises both Australians and expats on managing their wealth.
- Current at
01 June 2017