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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 CTA
Mark has 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. Current at 02 June 2015 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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Estate planning essentials

Author(s):  Chris TSOVOLOS

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