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Estate planning even the best laid plans can go astray presentation

Published on 06 Aug 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • superannuation death benefits
  • BDBNs – when are they binding
  • relevant requirements - Reg 6.22
  • SMSFD 2008/3
  • Donovan v Donovan
  • disputing BDBNs – not binding.

Author profile:

Lisa ODDO

Click here to expand/collapse more articles by Lisa ODDO.
 

This was presented at NSW 11th Annual Estate & Business Succession Planning .

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

Individual sessions

SMSF estate planning

Author(s):  Craig DAY

Materials from this session:


Exit of minority shareholders

Author(s):  Christelle Santelli

Materials from this session:



Further details about this event:

 

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