Published on 09 Oct 12
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- tax on superannuation death benefits
- strategies to reduce tax paid by non-dependants
- the impact of TR 2011/D3
- binding Death Benefit Nominations and reversionary pensions
- the impact of death on trusteeship of an SMSF.
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training.
- Current at
15 April 2019