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Death in the new world, post-superannuation reform paper

Published on 19 Jul 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the 2016 Budget changes
  • contributions
  • who can receive a superannuation death benefit?
  • taxation of death benefits
  • intersection with wills and insurance.

Author profiles

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training. - Current at 15 April 2019
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Christopher Wyeth CTA
Chris is an adviser at Tynans with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth. - Current at 12 July 2018
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This was presented at 2018 Death … and Taxes Symposium .

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

Individual sessions

Incapacity issues: Powers of attorney, wills, super and binding nominations

Author(s):  Caite Brewer

Materials from this session:

Death in the new world, post-superannuation reform

Author(s):  Neal DALLAS,  Chris WYETH

Materials from this session:



Workshop: Dealing with the business of estate administration

Author(s):  Peter J MCKNOULTY

Materials from this session:

Practical legal ethics for the adviser

Author(s):  David W MARKS

Materials from this session:


Tax liabilities – Who is responsible

Author(s):  Lyn Freshwater

Materials from this session:

International issues in situations where assets are located overseas, beneficiaries are residing overseas, or even your client dies overseas

Author(s):  Denise HONEY

Materials from this session:

Further details about this event:

 

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