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Superannuation succession planning strategies part 2 paper

Published on 28 Nov 13 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper focuses on the following points in relation to pensions:

  • current pension options
  • recent changes, announcements and ATO interpretations
  • taxation issues during the pension lifecycle
  • tips and traps
  • strategies and issues
  • case studies.

This paper complements part 1 of the series, presented at the October Breakfast Club 2013 by Murray Wyatt. Murray’s session focused on how superannuation can be used as a tool forsuccession planning and incapacity. Together the two part series will be an excellent resource for those interested in superannuation succession and pensions.

Author profile:

Thalia KALABOUKAS
Thalia is a Solicitor with Maurice Blackburn Cashman Commercial, Lawyers. She advises accountants, financial advisers, high net-worth individuals and superannuation fund trustees on superannuation, financial services disclosure, estate planning, trust and taxation issues affecting superannuation and worker entitlement funds.
Current at 28 November 2006
Click here to expand/collapse more articles by Thalia KALABOUKAS.
 
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