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Succession planning: Superannuation and death presentation

Published on 15 Aug 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • how are death benefits taxed?
  • pension or lump sum?
  • binding vs non-binding nominations
  • superannuation disputes
  • pre-death strategies.

Author profile:

Kim Cowie
Kim is a Technical Services Manager with ITC Limited. She has over 20 years in the funds management and financial planning industries, encompassing roles in company accounting, product design and technical analysis and strategy. Current at 18 August 2009 Click here to expand/collapse more articles by Kim COWIE.
 

This was presented at Hot Issues for Succession Planning.

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