Published on 23 Jul 08
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- how do members control who will receive a benefit on their death?
- how do members determine who is entitled to receive a benefit on their death?
- what are the ways in which these death benefits can be paid and how does this benefit different categories of beneficiaries?
- how do we tie superannuation, estate and succession planning together for the benefit of the client?
Mark Wilkinson FTIA joined PKF in 1989 and in 1991 became designated specialist in superannuation consulting to all firm clients – advising on retirement benefit strategies, designing superannuation audit programs and attending to compliance issues in relation to the firms’ superannuation
Current at 28 May 2008 Current at 26 June 2008
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