Published on 11 Apr 08
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- taxation treatment of superannuation upon death
- beyond superannuation - what next?
- strategies available
- death benefit nominations and rules
- how iron-clad are they?
- what needs to be done to set one up?
Daniel Fry CTA
Daniel is a Partner at taxation law firm Norton & Smailes. He has approximately 20 years of experience in revenue law, beginning his career as a Chartered Accountant. Daniel practises in all areas of tax but has developed particular expertise in superannuation, trusts, all aspects of structuring, capital gains tax, estate planning for SME and high net worth clients and dealing with the Australian Taxation Office in relation to tax disputes. He is a former member of the Tax Institute's National Superannuation Committee and a regular speaker for industry bodies including the Tax Institute. Current at 05 February 2016
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