Skip to main content
shopping_cart

Your shopping cart is empty

Super death benefits presentation

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?

Author profile:

Mark Wilkinson CTA
Mark has 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. Current at 02 June 2015 Click here to expand/collapse more articles by Mark WILKINSON.
 

This was presented at Estate and Succession Planning.

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

Individual sessions



Overview of the Family Provision Act, 1982 and proposed changes to the legislation under the Succession Amendment (Family Provision) Bill 2008

Author(s):  Jane NEEDHAM

Materials from this session:




Super death benefits

Author(s):  Mark WILKINSON

Materials from this session:

Further details about this event:

 

Copyright Statement