Published on 15 Oct 09
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- what is estate planning?
- estate planning and superannuation, in particular for a SMSF?
- control issues:
- basic conditions
- upon death
- death benefit payment options.
Angela joined Opez in 2009 where she specialises as a Wealth Succession Planner. She has over 29 years experience in the accounting profession, the last 15 years specialising in succession and estate planning and is largely responsible for developing succession consulting strategies for West Australian clients. Angela holds a Bachelor of Business Degree, a Post Graduate Certificate in Self Managed Superannuation, and is a Registered Tax Agent and Registered Liquidator. Highly regarded in the industry she is a long standing member of the Institute of Chartered Accountants of Australia.
Current at 1 September 2009 Current at 02 February 2010