Published on 14 May 08
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- taxation treatment of superannuation upon death
- beyond superannuation - what next?
- strategies available
- death benefit nominations and rules
- how iron-clad are they?
- what needs to be done to set one up?
Craig is the Taxation Consultant for Hill Rogers. He has been involved in the financial services
industry for the last ten years and held roles in both technical consulting and advisory during this
period. He holds Bachelors degrees in Business, Arts and Tax and holds a Masters in Financial
Current at 14 May 2008 Current at 18 June 2008