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Superannuation and effective estate planning presentation

Published on 22 Apr 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • estate plans for superannuation benefits
  • binding death benefit nominations and the 3 year sunset clause
  • parents and their children – should they share the one SMSF?
  • new de facto laws – ‘super dependants’ redefined?

Author profile:

Author Photo - Daniel BUTLER
Daniel BUTLER
Dan is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the ATO’s Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute’s National Superannuation Committee, a member of the Law Institute of Victoria’s Tax Committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a CTA and a Specialist SMSF Advisor. Current at 11 April 2017 Click here to expand/collapse more articles by Daniel BUTLER.
 

 

This was presented at Creditors and Predators – Is your Superannuation Safe? .

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

Individual sessions

Creditors and predators – Is your superannuation safe?

Author(s):  Heather GRAY

Materials from this session:

Superannuation and effective estate planning

Author(s):  Daniel BUTLER

Materials from this session:

Further details about this event:

 

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