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Superannuation and estate planning presentation

Published on 08 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

When should clients use their super funds as estate planning vehicles? How can they use their super funds are estate planning vehicles? How do binding death benefit nominations fit in and what is the role of reversionary pensions. And who controls the estate planning vehicle?

This presentation examines various options and gives practical guidance as to how you can help your clients make decisions that lead to safe, tax effective succession for their superannuation. It covers:

  • ways and means of estate planning within a super fund
  • limits to estate planning within super funds
  • third party challenges to estate planning within super funds
  • super funds v testamentary trusts as estate vehicles.

Author profile:

Michael Hallinan CTA
Michael Hallinan, FTI, Townsends Business & Corporate Lawyers. Michael is a Superannuation and Financial Services Lawyer with over 25 years’ experience gained both in private practice and in various in house positions. His in-house experience has been acquired with financial product issuers, financial advisers and superannuation consultancies. Michael’s practice areas include superannuation, especially self managed superannuation funds, financial services, managed investment schemes, IDPS schemes, taxation of investment products, and product compliance. Michael’s industry qualifications include the Graduate Diploma of Securities and Applied Investments as well as being a Fellow of the Taxation Institute. Current at 08 August 2012
 

This was presented at Estate and Business Succession Planning 2012.

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

Individual sessions

Superannuation and estate planning

Author(s):  Michael HALLINAN

Materials from this session:


How to structure a business succession plan Parts 1 and 2

Author(s):  Peter BOBBIN

Materials from this session:



Further details about this event:

 

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