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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 Barrister specialising in financial services, superannuation, trusts and equity, taxation and general corporate and commercial matters work. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. She acts for trustees of large industry and retail funds as well as public sector funds and also regularly acts in relation to smaller individual claims and matters affecting SMSFs. - Current at 16 September 2021
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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