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.
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