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Lump Sums and Winding Up presentation

Published on 17 Jul 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers the following issues:
- death benefits and binding nominations
- splitting super - matrimonial settlements
- dealing with 'blended' families
- forfeited benefits
- re-contribution strategies
- taxation of ETP components
- documenting your ETP
- bona fide redundancy.

Author profile:

Scott HAY-BARTLEM
Scott is a partner with Brisbane law firm Cooper Grace Ward. His expertise includes commercial and compliance law, and providing support services to professional advisors. Scott provides a range of support services for accountants, financial planners and other professional advisors on superannuation and compliance. This includes advising on the tax consequences of transactions.
Current at 2 October 2007 Current at 15 October 2007 Click here to expand/collapse more articles by Scott HAY-BARTLEM.
 

 

This was presented at Superannuation - Focus on SMFs .

Get a 20% discount when you buy all the items from this event.

Individual sessions

The Prudently Managed Fund

Author(s):  Tim KENDALL

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The Regulator's Approach

Author(s):  Lesley EAST

Materials from this session:

Further details about this event:

 

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