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Superannuation and estate planning presentation

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?

Author profile:

Daniel FRY
Daniel Fry FTIA is a Partner at taxation law firm Norton & Smailes in Western Australia. He began his career as a Chartered Accountant at Arthur Andersen in its superannuation and tax division and has been a Solicitor with Norton & Smailes since 1999. Daniel practises in all areas of tax but mainly specialises in superannuation, trusts, capital gains tax, and estate and succession planning.
Current at 12 March 2009 Current at 21 April 2009 Click here to expand/collapse more articles by Daniel FRY.
 

 

This was presented at Superannuation Intensive .

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Individual sessions

Superannuation and estate planning

Author(s):  Daniel FRY

Materials from this session:

ATO auditing of SMSF auditors

Author(s):  Sharyn LONG

Materials from this session:



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