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.
Chris is a financial adviser with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth.
- Current at
25 September 2017