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.
Current at 24 October 2012