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 CTA, is a licenced financial planner and Chartered Accountant that provides technical support and training to advisers who administer and advise self-managed superannuation funds, as well as providing strategic superannuation and retirement advice directly to clients. Many of these advisers and clients 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
07 December 2018