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Insurance and disability presentation
Published on 24 Jul 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- recent changes - income protection 2 years +
- tax implications
- practicalities - TPD own occupation
- considerations for business succession planning
- contributions cap for compensations.
Author profile
Scott Hay-Bartlem CTA
Scott is a partner in Brisbane law firm Cooper Grace Ward and a director of the SMSF Association. He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures. He is a director of the SMSF Association and a SMSF Specialist Advisor™ with the SMSF Association, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners. Scott chairs the Cooper Grace Ward Diversity Committee and its ARCUS sub-group, and is the leader of the firm’s Private Client Commercial group. Scott been selected by his peers for inclusion in the 13th Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates Wealth Management / Succession Planning Practice and Commercial Law. He was named the 2016 Brisbane Wealth Management/Succession Planning practice ‘Lawyer of the Year’ and the 2019 Superannuation ‘Lawyer of the Year’. Scott has been listed in Doyle’s Guide for Queensland Estate Planning lawyers as a pre-eminent practitioner, and was a finalist in the Australasian Law Awards for ‘Commercial Partner of the Year’ for 2020. He has a Bachelor of Laws (Hons) and a Bachelor of Business (Accy) from the Queensland University of Technology. Scott also has also completed the Certificate of Superannuation Management and the Diploma of Superannuation Management run through ASFA and Macquarie University, and the Foundation Diploma of Financial Planning. - Current at 06 January 2021
This was presented at Superannuation Intensive .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Contributing to super - issues to consider
Author(s): Colin LEWISMaterials from this session:
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Insurance and disability
Author(s): Scott HAY-BARTLEMMaterials from this session:
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Residence and superannuation
Author(s): Chris WYETHMaterials from this session:
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Real estate development and SMSFs
Author(s): Bryce FIGOT, Daniel BUTLERMaterials from this session:
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Property investment strategies
Author(s): Neal DALLAS, Peter VILAYSACKMaterials from this session:
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