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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 CTA
Scott is a Partner with Brisbane law firm Cooper Grace Ward. Scott and his team specialise in assisting accountants, financial planners, lawyers and other advisers with issues that affect their clients. These include tax and superannuation advice, estate planning, business succession and asset protection, restructuring, business sales and purchases, company, trust and superannuation fund establishment and commercial documentation. Current at 12 April 2016 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

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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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