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?
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 Planning. Current at 14 May 2008
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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