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Estate planning & superannuation presentation

Published on 15 Oct 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • background
  • what is estate planning?
  • estate planning and superannuation, in particular for a SMSF?
    • control issues:
      • basic conditions
      • lifetime
      • upon death
    • death benefit payment options.

Author profile:

Angela GAFFNEY
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

 

This was presented at Superannuation - Issues and Strategies in the Current Environment.

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Individual sessions




Estate planning & superannuation

Author(s):  Angela GAFFNEY

Materials from this session:

Superannuation case studies

Author(s):  Jemma SANDERSON

Materials from this session:

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