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Estate planning and superannuation presentation

Published on 04 Feb 10 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Generally, after the family home, superannuation is the biggest asset by value for most people. Accordingly, practitioners need to take careful consideration of a person's superannuation as part of any estate planning process. To properly undertake this task, it requires a good understanding of the complex superannuation laws and how superannuation death benefits are taxed.

Author profile:

Paul Evans
Paul is the Regional Manager for NSW and QLD of Estate Planning at National Australia Trustees (part of Nab Private Wealth). He is an Accredited Specialist in Wills and Estates Law, and a member of the Society of Trust and Estate Practitioners. Paul is a regular speaker on Wills and Estates Law at seminars providing continuing legal education for solicitors and other professionals. He also lectures on estate planning at the University of Technology, Sydney. Current at 12 January 2010
 

This was presented at Superannuation & Estate Planning.

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Tax update

Author(s):  Peter ADAMS

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Estate planning & superannuation

Author(s):  Paul EVANS

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