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Superannuation succession planning strategies part 2 presentation

Published on 28 Nov 13 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation focuses on the following points in relation to pensions:

  • current pension options
  • recent changes, announcements and ATO interpretations
  • taxation issues during the pension lifecycle
  • tips and traps
  • strategies and issues
  • case studies.

This presentation complements part 1 of the series, presented at the October Breakfast Club 2013 by Murray Wyatt. Murray’s session focused on how superannuation can be used as a tool for succession planning and incapacity. Together the two part series will be an excellent resource for those interested in superannuation succession and pensions.

Author profile:

Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. Current at 30 June 2015 Click here to expand/collapse more articles by Thalia KALABOUKAS.
 
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