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Superannuation Planning Issues presentation and case studies

Published on 12 Feb 04 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation (including bonus case studies) 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.

Author profile:

Stephen Hunter
Stephen is Manager - Superannuation with Merit Partners. He is a Fellow of the Institute of Chartered Accountants and has been in the profession for almost 18 years. He specialises in retirement planning, superannuation law and financial planning. He has been a frequent presenter for the NIA, ICAA, CPA and the Taxation Institute on superannuation and retirement planning issues. Current at 30 May 2007 Click here to expand/collapse more articles by Stephen HUNTER.
 

This was presented at Estate Planning.

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

Individual sessions

Superannuation Planning Issues

Author(s):  Stephen HUNTER

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