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Superannuation: estate planning presentation
Published on 24 Oct 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Topics covered in this presentation include:
- incorporating estate planning and the superannuation fund
- the payment of superannuation death benefits up to 1 July 2007
- what changes occur to the payment of death benefits post 30 June 2007
- is a superannuation fund an appropriate place to hold life insurance?
- do you know for certain how and to whom death benefits will be paid in the event of a fund member's death?
Author profile
Mark Wilkinson CTA
Mark has 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. - Current at 12 January 2017
This was presented at Superannuation Intensive .
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Individual sessions
How to pay a pension from a self-managed superannuation fund
Author(s): Graeme COLLEYMaterials from this session:
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Contribution strategies
Author(s): Patrick CORK, Jemma SANDERSONMaterials from this session:
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Death and SMSFs
Author(s): Mark WILKINSONMaterials from this session:
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