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  • Challenging a trustee's decision to pay a superannuation death benefit presentation

Challenging a trustee's decision to pay a superannuation death benefit presentation

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Non Member Price: $15.00

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Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers challenging a trustee's decision to pay a superannuation death benefit.

Author profile

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning. - Current at 26 September 2017
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This was presented at 18th National Tax Intensive Retreat .

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

Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Discretionary trusts: Control v ownerhip

Author(s):  Jeffrey CHANG

Materials from this session:

Trusting into the future

Author(s):  Tony RIORDAN

Materials from this session:

Passing control of a business on insurable exit events - Ensuring fair outcomes

Author(s):  Matthew BURGESS

Materials from this session:

The role of super in estate planning and issues upon death

Author(s):  Paul BANISTER,  Linda FARMER

Materials from this session:

Protecting the family assets (trusts and divorce)

Author(s):  Arlene MACDONALD

Materials from this session:

Trusts - Extending the vesting date

Author(s):  Michael BUTLER

Materials from this session:

Further details about this event:

 

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