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Estate planning and superannuation presentation

Published on 01 Nov 10 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • recent rulings - Superannuation and estate planning
  • practical implications when a member passes away
    • trusteeship
    • payment of benefits and CGT
    • timing issues
  • reserving benefits for estate planning.

Author profile:

Jemma SANDERSON

Click here to expand/collapse more articles by Jemma SANDERSON.
 

This was presented at Estate and Succession Planning Intensive .

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

Individual sessions

Vital issues -Testamentary trusts

Author(s):  Arlene MACDONALD

Materials from this session:



Claims against the estate

Author(s):  Craig MCKIE

Materials from this session:

Further details about this event:

 

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