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Superannuation and death presentation

Published on 16 Feb 10 by TASMANIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • death 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
  • what assets form part of an estate?

Author profiles:

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 Current at 11 February 2013 Click here to expand/collapse more articles by Thalia KALABOUKAS.
 
Bernie O'SULLIVAN
Current at 24 April 2012 Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at Estate Planning - Key Planning Problems and Practical Solutions .

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

Individual sessions

Practical estate planning issues for blended families

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Further details about this event:

 

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