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Q & A : Superannuation death benefits: are your clients prepared?

Published on 01 Feb 07 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

It is essential that your clients understand their rights regarding the disposal of their superannuation benefits on death and the strategies that they can adopt to reduce or eliminate the possibility of expensive litigation.

Author profiles:

Paul CALLAGHAN

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Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning. Current at 26 July 2016 Click here to expand/collapse more articles by Bernie O'SULLIVAN.

Jessica ALCANTARA

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