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Superannuation in estate planning presentation

Published on 13 May 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation includes practical strategies aimed at helping your clients through the most difficult time in their lives by looking at the three planning stages - building superannuation into the overall estate plan; pre-death planning; and postdeath planning. The presentation covers:

  • hands on tips for estate planning around superannuation
  • practical advice designed to simplify estate administration
  • avoiding tax traps when dealing with superannuation death benefits
  • proactive strategies for improving tax and financial planning outcomes.

Author profile:

Chris WYETH
Current at 21 November 2010 Click here to expand/collapse more articles by Chris WYETH.
 

 

This was presented at Estate Asset & Business Succession Planning .

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

Individual sessions




The estate planning process

Author(s):  John DE GROOT

Materials from this session:

Further details about this event:

 

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