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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.
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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