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Superannuation and death presentation

Published on 28 Sep 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • pre-death strategies
    • types of benefits
    • who can be paid?
    • how are they paid?
  • taxation of death benefits
    • who are the recipients?
    • how are they taxed when paid?
  • pre-death strategies.

Author profile:

Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. Current at 30 June 2015 Click here to expand/collapse more articles by Thalia KALABOUKAS.
 

This was presented at Succession Planning Masterclass.

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