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Superannuation and estate planning presentation

Published on 16 Jun 10 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • life insurance in super
  • anti-detriment provisions
  • pre-death strategies.

Author profile

Neil Oakes CTA
Neil Oakes is a Tax Director at Perks Chartered Accountants and holds a Masters Degree in Tax Law from UNSW (Atax). Neil currently heads up the Technical Tax Consulting division within Perks. He specialises in providing commercially focused tax advice to a wide range of small, medium and large businesses. Neil’s areas of specialisation include Division 7A, corporate restructuring and small business CGT concessions. - Current at 25 September 2017
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This was presented at Superannuation and Estate Planning .

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Superannuation and estate planning

Author(s):  Julie BRENNAN

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Superannuation and estate planning

Author(s):  Neil OAKES

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