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

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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

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 29 May 2017

More by Suzanne MACKENZIE

Things you haven’t thought to do with super paper - 05-May-2016
De facto death duties - do benefit "triggers" and "tipping out" provisions work? - 19-November-2014
Reducing de facto death duties on the payment of superannuation death benefits to adult children paper - 19-June-2014
Reducing de facto death duties on the payment of superannuation death benefits to adult children paper - 26-March-2014
SMSF's and old age: Why all good things must come to an end paper - 02-May-2013
Dying for super paper - 15-October-2010
What you need to know from Cooper, Henry and more paper - 30-July-2010
Superannuation and real property paper - 06-May-2010
Superannuation - related trusts and unit strategies paper - 18-September-2007
Simpler super - getting it in paper - 04-May-2007
Super pensions for SMSFs: a tax revolution in the 21st century paper - 07-May-2005
Structures - retirement and superannuation - 01-July-2002
Funding of SMSFs - 20-June-2002
Structures - retirement and superannuation - 14-March-2002
Self managed income streams - 20-November-2001
Self managed income streams - 19-October-2001
Pension and Estate Strategies - 03-May-2001
GST and contracts - 15-October-1999
Superannuation today and tomorrow - 10-June-1999
Superannuation: choice of funds - 30-April-1998
Superannuation: choice of funds - 30-April-1998

Click here to expand/collapse more articles by Suzanne MACKENZIE.

This was presented at 2011 South Australian Tax Intensive .

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Individual sessions

The role of super in estate planning and issues upon death

Author(s): Suzanne MACKENZIE

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The role of super in estate planning and issues upon death paper
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Family companies - Sucession: CGT & stamp duty

Author(s): Andrew SINCLAIR

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Family companies - Succession: CGT & stamp duty paper

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

Author(s): Terry MURPHY

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

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Further details about this event:

2011 South Australian Tax Intensive

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