Your shopping cart is empty
Death benefits and practical scenarios paper
Published on 25 Aug 16 by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- eligible recipients of superannuation death benefits
- taxation of superannuation death benefits
- superannuation proceeds trust
- taxation and duty within the superannuation fund
- death benefit nominations
- succession planning.
Author profile
Chris Balalovski CTA
Chris has a career spanning more than 33 years and provides complex commercial as well as legal advice to a broad spectrum of high net wealth individuals and their associated entities. As a taxation and superannuation law specialist, Chris provides high-level accounting and taxation compliance services as well as strategic legal and commercial advice on matters including acquisition, holding and disposal of various assets, derivation of income and incurring of expenses. Chris is the Chairman of the Self-Managed Independent Superannuation Funds Association, which represents the interests of self-managed superannuation funds to Government and authorities. - Current at 25 June 2019
This was presented at 2016 National Superannuation Conference .
Get a 20% discount when you buy all the items from this event.
Individual sessions
APRA-regulated funds - A regulator’s perspective
Author(s): James O'HALLORAN, Peter O’ReillyMaterials from this session:
-
insert_drive_file
- insert_chart
LRBAs and issues with related party loans
Author(s): Daniel BUTLERMaterials from this session:
-
insert_chart
Trustee /director workshop
Author(s): Stephen CallahanMaterials from this session:
-
insert_chart
Trustee/director workshop
Author(s): John EDSTEINMaterials from this session:
-
insert_chart
Tax reform and superannuation – are we there yet?
Author(s): Chris RICHARDSONMaterials from this session:
-
insert_chart
Death benefits and practical scenarios
Author(s): Chris BalalovskiMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Real property tax issues
Author(s): Richard J FRIENDMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Foreign investment by superannuation funds
Author(s): Mark Edmonds , Megan McBainMaterials from this session:
-
insert_chart
SMSFs and asset protection 2016
Author(s): Peter BOBBINMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Emerging issues in superannuation
Author(s): Brad IvensMaterials from this session:
-
insert_drive_file
Emerging issues in superannuation
Author(s): Philip WITHEROWMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Contribution issues - Past, present and future
Author(s): Jemma SANDERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Fiscal issues & super: Can there ever be equilibrium?
Author(s): Jeremy CooperMaterials from this session:
-
insert_chart
Trends in court decisions affecting superannuation funds
Author(s): Jocelyn FurlanMaterials from this session:
-
insert_drive_file
Current issues for income streams
Author(s): Lyn FORMICA, Stuart FORSYTHMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Investment in Australian infrastructure
Author(s): Richard BUCHANAN, Gina MAIOMaterials from this session:
-
insert_chart
The United States income tax treatment of Australian superannuation funds owned by US Persons
Author(s): Roy Berg, Marsha DungogMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement