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Superannuation and estate planning - benefits

Published on 15 Oct 02 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This powerpoint presentation deals with strategies for dealing with superannuation benefits, benefits in the accrual stage, benefits in the pension phase, reversionary and other pensions, the special case of minors, what to do with excessive benefits, and hidden tax dangers in death benefits.

Author profile:

Mark WILKINSON
Mark Wilkinson FTIA joined PKF in 1989 and in 1991 became designated specialist in superannuation consulting to all firm clients – advising on retirement benefit strategies, designing superannuation audit programs and attending to compliance issues in relation to the firms’ superannuation client base
Current at 28 May 2008 Current at 26 June 2008 Click here to expand/collapse more articles by Mark WILKINSON.
 

 

This was presented at Death and Taxes - The Only Two Certainties .

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Individual sessions

Estate planning essentials

Author(s):  Chris TSOVOLOS

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