Published on 13 Sep 07
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- taxation treatment of superannuation upon death
- practical issues
- strategies available.
Geoff is the Manager of Optimus’s CompleteEstatePlanning Division, a division that he has been responsible for setting up in Optimus since commencing with them in January 2007. Geoff is a Chartered Accountant, Fellow of the Taxation Institute of Australia, and a Fellow of Finsia - and since 2004 - has been working exclusively in estate planning. Geoff has an in-depth understanding of the commercial, investment, and legal aspects of developing an estate plan - and how developing an effective estate plan essentially requires a compromise between all of a client’s professional advisors - be that their Accountant, Financial Planner or Lawyer.
Current at 13 September 2007
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