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The role of super in estate planning and issues upon death paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 20 Oct 11 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • case study 1 - ‘Kevin & Julia - A love story’ gone awry
  • case study 2: ‘Tony and Malcolm brothers in arms’.

Author profile

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne is a founding Partner and Practice Leader at DMAW Lawyers in South Australia and has particular expertise in the financial services and superannuation industry, having specialised in all aspects of superannuation law since she began practising over 25 years ago. She is the principal adviser to many large APRA-regulated and public sector superannuation funds and her practice is also involved in working with accountants, advisers and high net worth individuals in the area of self-managed superannuation funds, particularly in complex areas. - Current at 04 January 2018
Click here to expand/collapse more articles by Suzanne MACKENZIE.

 

This was presented at 2011 South Australian Tax Intensive .

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

Individual sessions

The role of super in estate planning and issues upon death

Author(s):  Suzanne MACKENZIE

Materials from this session:

Family companies - Sucession: CGT & stamp duty

Author(s):  Andrew SINCLAIR

Materials from this session:

Taxing the net income of a trust estate - Where to from here

Author(s):  Terry MURPHY

Materials from this session:

Further details about this event:

 

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