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Superannuation Planning Issues presentation

Published on 20 Aug 04 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- nominations - do you make a nomination?
- lump sum benefits - tax effective receipts
- is your pension reversionary? Residual capital values - how are they taxed? Reconstituting a SMSF when a person dies.

The presentation refers to the case studies prepared by Stephen Hunter at the Estate Planning seminar held in Adelaide on 12 February 2004. Click here to view the case studies.

Author profile:

Ultan Stephenson
Ultan is a Solicitor with Munro Doig and practises in superannuation, taxation and related commercial areas such as retirement and estate planning and business and asset structuring. He practiced as a Solicitor in Ireland for 15 years before migrating to Western Australia in 2003. Ultan advises a wide range of clients, but focuses on the trustees of self managed funds and on the accounting profession and other advisers to the superannuation and financial services industry. Current at 05 July 2004
 

This was presented at Estate Planning.

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Individual sessions


Superannuation Planning Issues

Author(s):  Ultan STEPHENSON

Materials from this session:

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