Published on 04 May 11
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- death benefits review:
- nomination types
- merits or otherwise of death benefit income streams
- defined benefit pensions
- estate planning strategies
- case study.
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
12 January 2017