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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 CTA
Lisa is a Solicitor at N.Panos & Associates, a boutique law firm specialising in tax, superannuation, commercial law, and estate and business succession planning matters. Lisa has provided clients with superannuation and estate planning advice including representing clients in family provision claims. Current at 28 June 2016 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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