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

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:

Author Photo - Suzanne Mackenzie CTA
Suzanne Mackenzie CTA
Suzanne is Partner and Practice Leader at DMAW Lawyers 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 all South Australian large superannuation funds and her practice is involved in working with accountants, advisers and high net worth individuals involved in the self-managed superannuation industry, particularly in complex areas. Current at 01 January 2016 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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