Published on 30 Aug 12
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Super and estate planning continues to be a hot topic as there are so many variables. Planning ahead is key. This presentation takes you through the most common tips and traps that can occur:
- How wills interacts with super
- Who can receive super death benefits and the tax effects
- Reversionary pensions
- Binding death benefit nominations
- Insurances within or outside super.
Jennie is a Chartered Accountant and Certified Financial Planner at Bentleys. With over 12 years experience in the
superannuation and financial advice sector, her vast expertise extends from accounting and auditing to superannuation, wealth
creation, retirement and financial planning. Her expertise in selfmanaged
superannuation funds enables the creation of strategic opportunities arising out of superannuation, taxation and estate
planning legislation. Current at 18 February 2013
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