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Superannuation and death presentation

Published on 17 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • death benefits
    • recipients
    • form
  • taxation
  • other issues
  • BDBNs
  • in specie distributions
  • life insurance, trusteeship and payments to children.

Author profile:

Neal DALLAS
Neal Dallas FTIA, is a Special Counsel in the Business & Revenue group of McCullough Robertson. He has extensive experience in taxation, business structuring and estate planning. He advises trustees of various types of trust on taxation, structuring and succession issues. Neal advises on the establishment and acquisition of business and investment entities and on business taxation issues. He also advises the superannuation industry, including corporate, industry and self-managed superannuation fund trustees. Apart from advising business entities, Neal also advises many individuals on estate planning, succession planning, family trust arrangements, life insurance issues and asset protection.
Current at 19 February 2009 Current at 14 January 2013 Click here to expand/collapse more articles by Neal DALLAS.
 

 

This was presented at Superannuation Intensive .

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

Individual sessions

Investment rules update and June 2009 trust issues

Author(s):  Michael LORIMER

Materials from this session:




Further details about this event:

 

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