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Superannuation as an Estate Planning and Financial Planning Vehicle presentation

Published on 19 Aug 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This PowerPoint presentation covers topics including:
- Issues to consider on the Death of a Member
- Payment of Death Benefits
- Insurance in Superannuation Funds
- Tax Consequences of Death Benefit Payments
- Binding Nominations.

This presentation was also given by Kim Bailey at the Estate Planning seminar in Perth on 24 October 2003.

Author profile:

Scott HAY-BARTLEM
Scott is a partner with Brisbane law firm Cooper Grace Ward. His expertise includes commercial and compliance law, and providing support services to professional advisors. Scott provides a range of support services for accountants, financial planners and other professional advisors on superannuation and compliance. This includes advising on the tax consequences of transactions.
Current at 2 October 2007
Click here to expand/collapse more articles by Scott HAY-BARTLEM.
 

This was presented at Estate Planning .

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