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Superannuation and Estate Planning presentation

Published on 19 Aug 04 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:
- the role of superannuation in estate planning
- contribution strategies
- complying pensions and allocated pensions
- commutation of pensions
- tax implications on death for the superannuation fund - deductions available for insurance, contributions tax refund.

This presentation is an updated version of a presentation given by Stephen Heath at the 3rd Annual Estate & Business Succession Planning Intensive held in Sydney on 22 October 2003. This was also presented by Bernie O'Sullivan at the 5th Annual Estate & Business Succession Planning Intensive held in Sydney on 19 November 2004.

Author profile:

Author Photo - Stephen Heath CTA
Stephen Heath CTA
Steve is a Partner in the Taxation & Revenue section of Wallmans Lawyers with his principal practice areas being superannuation and tax. He also works on general commercial matters with a focus on tax planning, business structuring and insurance. Steve is a member of The Tax Institute’s State Council and National Council. Current at 09 June 2015 Click here to expand/collapse more articles by Stephen HEATH.
 

This was presented at 3rd Annual Estate & Business Succession Planning Intensive.

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

Individual sessions

The Estate Planning Process - Timeline

Author(s):  Richard NEAL

Materials from this session:



Further details about this event:

 

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