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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 CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of the Taxation Institute and currently serves as a member of the state council for its WA division. Daniel was recently named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016. - Current at 22 May 2017
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This was presented at Superannuation Intensive .

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

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:



Further details about this event:

 

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