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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 CTA
James is Senior Technical Services Manager in the Superannuation and Investment Solutions group at Perpetual specialising in taxation, superannuation and Centrelink issues. He also lectures in financial planning at the University of Technology, Sydney. James has over 18 years experience in the financial services industry as a technical taxation, superannuation and social security expert, university lecturer and financial planner. Current at 06 April 2011
 

This was presented at Estate and Business Succession Planning.

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