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Estate planning for self managed super funds presentation

Published on 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • death benefits review:
    • overview
    • taxation
    • nomination types
    • merits or otherwise of death benefit income streams
    • defined benefit pensions
  • estate planning strategies
  • case study.

Author profile:

James Proctor
Current at 15 June 2011
 

 

This was presented at Estate and Business Succession Planning .

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

Individual sessions



I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

Materials from this session:


Further details about this event:

 

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