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Reducing de facto death duties presentation

Published on 19 Jun 14 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • tax-free super
  • tax on lump sums - death benefits
  • taxable & tax-free components
  • taxable component - elements
  • proportioning rule.

Author profile:

Author Photo - Suzanne Mackenzie CTA
Suzanne Mackenzie CTA
Suzanne is a Partner and Practice Leader of DMAW Lawyers and has particular expertise in the financial services and superannuation industry having specialised in all aspects of superannuation law since she began practising over 20 years ago. She is the Principal Adviser to most of South Australia's large superannuation funds. Her practice also involves working with accountants, advisers and high net worth individuals involved in the self-managed superannuation industry - particularly in complex areas. Current at 20 June 2014 Click here to expand/collapse more articles by Suzanne MACKENZIE.
 

This was presented at SA Annual Super Day.

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

Individual sessions


The ATO role in the administration of superannuation

Author(s):  Stuart FORSYTH

Materials from this session:

Superannuation & investment markets

Author(s):  David MIDDLETON

Materials from this session:


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