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Estate planning and superannuation presentation

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.

Author profile:

Geoff IVANAC
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 Current at 22 October 2007 Click here to expand/collapse more articles by Geoff IVANAC.
 

 

This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions


Superannuation - investment restrictions and strategies

Author(s):  Ron DOIG

Materials from this session:


Further details about this event:

 

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