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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 KALABOUKAS
Thalia is a Solicitor with Maurice Blackburn Cashman Commercial, Lawyers. She advises accountants, financial advisers, high net-worth individuals and superannuation fund trustees on superannuation, financial services disclosure, estate planning, trust and taxation issues affecting superannuation and worker entitlement funds.
Current at 28 November 2006
Click here to expand/collapse more articles by Thalia KALABOUKAS.
 

This was presented at Succession Planning Masterclass .

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Passing control of family trusts - A discussion

Author(s):  Graeme HALPERIN

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